WKWM
QXO

Walter & Keenan Wealth Management’s QXO Inc QXO Stock Holding History

Walter & Keenan 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 		$447K Buy
25,865
+4,470
+21% +$83.2K 0.11% 113
2026
Q1 		$415K Buy
21,395
+2,477
+13% +$56.7K 0.12% 114
2025
Q4 		$365K Buy
18,918
+2,475
+15% +$47.4K 0.1% 127
2025
Q3 		$313K Buy
+16,443
New +$340K 0.09% 130

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

Walter & Keenan Wealth Management's QXO Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its QXO Inc (QXO) stake by 21% in Q2 2026, buying an estimated $83.2K and bringing the position to 25,865 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #113.

Walter & Keenan Wealth Management first reported a position in QXO in Q3 2025 and has held it in 4 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Walter & Keenan Wealth Management held 25,865 shares of QXO Inc worth $447K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 4,470 QXO Inc shares in Q2 2026, an estimated $83.2K.
  • QXO Inc made up 0.11% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Walter & Keenan Wealth Management first reported a position in QXO Inc in Q3 2025 and has held it in 4 quarters since.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.