SSWM
QXO

Sheets Smith Wealth Management’s QXO Inc QXO Stock Holding History

Sheets Smith Wealth Management’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 		$734K Buy
42,487
+23,757
+127% +$442K 0.07% 247
2026
Q1 		$364K Hold
18,730
– – 0.04% 322
2025
Q4 		$361K Buy
18,730
+25
+0.1% +$479 0.04% 323
2025
Q3 		$357K Buy
18,705
+295
+2% +$6.11K 0.04% 319
2025
Q2 		$397K Buy
18,410
+1,112
+6% +$18.3K 0.05% 310
2025
Q1 		$234K Buy
17,298
+164
+1% +$2.23K 0.03% 329
2024
Q4 		$272K Buy
+17,134
New +$270K 0.03% 326

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

Sheets Smith Wealth Management's QXO Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its QXO Inc (QXO) stake by 127% in Q2 2026, buying an estimated $442K and bringing the position to 42,487 shares worth $734K. The position accounts for 0.07% of the portfolio, ranked #247.

Sheets Smith Wealth Management first reported a position in QXO in Q4 2024 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Sheets Smith Wealth Management held 42,487 shares of QXO Inc worth $734K as of Q2 2026.
  • Sheets Smith Wealth Management bought 23,757 QXO Inc shares in Q2 2026, an estimated $442K.
  • QXO Inc made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Sheets Smith Wealth Management first reported a position in QXO Inc in Q4 2024 and has held it in 7 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.