WE
QXO

Wealth Effects’s QXO Inc QXO Stock Holding History

Wealth Effects’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 		$251K Hold
14,500
– – 0.07% 213
2026
Q1 		$282K Sell
14,500
-375
-3% -$8.58K 0.1% 168
2025
Q4 		$287K Buy
14,875
+375
+3% +$7.19K 0.09% 158
2025
Q3 		$276K Buy
14,500
+1,500
+12% +$31.1K 0.09% 168
2025
Q2 		$280K Sell
13,000
-3,000
-19% -$49.3K 0.1% 161
2025
Q1 		$217K Buy
16,000
+4,000
+33% +$54.4K 0.09% 174
2024
Q4 		$191K Buy
+12,000
New +$189K 0.07% 196

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

Wealth Effects's QXO Position: Q2 2026 in Review

Wealth Effects held its QXO Inc (QXO) position steady in Q2 2026 at 14,500 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #213.

Wealth Effects first reported a position in QXO in Q4 2024 and has held it in 7 quarters since. The position peaked at $287K in Q4 2025. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Wealth Effects held 14,500 shares of QXO Inc worth $251K as of Q2 2026.
  • Wealth Effects left its QXO Inc share count unchanged in Q2 2026.
  • QXO Inc made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #213 holding.
  • Wealth Effects first reported a position in QXO Inc in Q4 2024 and has held it in 7 quarters since.
  • Wealth Effects's QXO Inc position peaked at $287K in Q4 2025.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.