PWPS
QXO

Pinnacle Wealth Planning Services’s QXO Inc QXO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88K Buy
109
+27
+33% +$502 ﹤0.01% 2490
2026
Q1 		$1.59K Buy
+82
New +$1.88K ﹤0.01% 2484

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AP
Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Wealth Planning Services's QXO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its QXO Inc (QXO) stake by 33% in Q2 2026, buying an estimated $502 and bringing the position to 109 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Pinnacle Wealth Planning Services first reported a position in QXO in Q1 2026 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 109 shares of QXO Inc worth $1.88K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 27 QXO Inc shares in Q2 2026, an estimated $502.
  • QXO Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2490 holding.
  • Pinnacle Wealth Planning Services first reported a position in QXO Inc in Q1 2026 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.