WA
QXO

Whipplewood Advisors’s QXO Inc QXO Stock Holding History

Whipplewood Advisors’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 		$8.54K Sell
494
-2,174
-81% -$40.5K 0.01% 263
2026
Q1 		$51.8K Buy
2,668
+2,647
+12,605% +$60.6K 0.03% 266
2025
Q4 		$405 Buy
+21
New +$402 ﹤0.01% 472

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

Whipplewood Advisors's QXO Position: Q2 2026 in Review

Whipplewood Advisors reduced its QXO Inc (QXO) stake by 81% in Q2 2026, selling an estimated $40.5K and leaving 494 shares worth $8.54K. The position accounts for 0.01% of the portfolio, ranked #263.

Whipplewood Advisors first reported a position in QXO in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.8K in Q1 2026. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

  • Whipplewood Advisors held 494 shares of QXO Inc worth $8.54K as of Q2 2026.
  • Whipplewood Advisors sold 2,174 QXO Inc shares in Q2 2026, an estimated $40.5K.
  • QXO Inc made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #263 holding.
  • Whipplewood Advisors first reported a position in QXO Inc in Q4 2025 and has held it in 3 quarters since.
  • Whipplewood Advisors's QXO Inc position peaked at $51.8K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.