Wealthspire Advisors (New York)’s QXO Inc QXO Stock Holding History

Wealthspire Advisors (New York)’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	-786	Closed	-$15K	–	2992
2025 Q3	$15K	Buy	+786	New	+$16.3K	﹤0.01%	1831

Other funds holding QXO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Partners Sunny Isles Beach, Florida $635M AUM 43.43% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

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

Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s QXO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of QXO Inc (QXO) in Q4 2025, closing a stake of 786 shares — an estimated $15K sold.

Wealthspire Advisors (New York) first reported a position in QXO in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 528 funds tracked by Wall St. Rank hold QXO as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining QXO Inc position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 786 QXO Inc shares in Q4 2025, an estimated $15K.
Wealthspire Advisors (New York) first reported a position in QXO Inc in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s QXO Inc position peaked at $15K in Q3 2025.
528 funds tracked by Wall St. Rank held QXO Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.