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Abound Wealth Management’s Xerox XRX Stock Holding History

Abound Wealth Management’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19
Closed -$101 – 1415
2025
Q2 		$101 Hold
19
– – ﹤0.01% 1257
2025
Q1 		$92 Hold
19
– – ﹤0.01% 1240
2024
Q4 		$161 Hold
19
– – ﹤0.01% 1154
2024
Q3 		$198 Buy
+19
New +$203 ﹤0.01% 1170
2024
Q2 		– Sell
-25
Closed -$448 – 1325
2024
Q1 		$448 Hold
25
– – ﹤0.01% 930
2023
Q4 		$459 Buy
+25
New +$370 ﹤0.01% 951

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's XRX Position: Q3 2025 in Review

Abound Wealth Management sold out of Xerox (XRX) in Q3 2025, closing a stake of 19 shares — an estimated $101 sold.

Abound Wealth Management first reported a position in XRX in Q4 2023 and held it in 6 quarters. The position peaked at $459 in Q4 2023. 278 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

  • Abound Wealth Management reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 19 Xerox shares in Q3 2025, an estimated $101.
  • Abound Wealth Management first reported a position in Xerox in Q4 2023 and held it in 6 quarters.
  • Abound Wealth Management's Xerox position peaked at $459 in Q4 2023.
  • 278 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.