Portside Wealth Group’s QXO Inc QXO Stock Holding History

Portside Wealth Group’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
2025 Q4	–	Sell	-10,508	Closed	-$200K	–	513
2025 Q3	$200K	Sell	10,508 -470	-4%	-$9.73K	0.03%	463
2025 Q2	$236K	Buy	+10,978	New	+$180K	0.04%	406

Other funds holding QXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

AWG

Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Portside Wealth Group's QXO Position: Q4 2025 in Review

Portside Wealth Group sold out of QXO Inc (QXO) in Q4 2025, closing a stake of 10,508 shares — an estimated $200K sold.

Portside Wealth Group first reported a position in QXO in Q2 2025 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 528 funds tracked by Wall St. Rank hold QXO as of Q4 2025.

Portside Wealth Group reported no remaining QXO Inc position as of Q4 2025 after selling out during the quarter.
Portside Wealth Group sold 10,508 QXO Inc shares in Q4 2025, an estimated $200K.
Portside Wealth Group first reported a position in QXO Inc in Q2 2025 and held it in 2 quarters.
Portside Wealth Group's QXO Inc position peaked at $236K in Q2 2025.
528 funds tracked by Wall St. Rank held QXO Inc as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.