True Wealth Design’s QXO Inc QXO Stock Holding History

True Wealth Design’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	–	Sell	-40	Closed	-$777	–	2918
2026 Q1	$777	Hold	40	–	–	﹤0.01%	1896
2025 Q4	$772	Hold	40	–	–	﹤0.01%	1799
2025 Q3	$763	Hold	40	–	–	﹤0.01%	1852
2025 Q2	$862	Buy	40 +18	+82%	+$296	﹤0.01%	1522
2025 Q1	$298	Buy	+22	New	+$299	﹤0.01%	1780

Other funds holding QXO

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

True Wealth Design's QXO Position: Q2 2026 in Review

True Wealth Design sold out of QXO Inc (QXO) in Q2 2026, closing a stake of 40 shares — an estimated $777 sold.

True Wealth Design first reported a position in QXO in Q1 2025 and held it in 5 quarters. The position peaked at $862 in Q2 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

True Wealth Design reported no remaining QXO Inc position as of Q2 2026 after selling out during the quarter.
True Wealth Design sold 40 QXO Inc shares in Q2 2026, an estimated $777.
True Wealth Design first reported a position in QXO Inc in Q1 2025 and held it in 5 quarters.
True Wealth Design's QXO Inc position peaked at $862 in Q2 2025.
642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.