Anderson Financial Strategies’s Xerox XRX Stock Holding History

Anderson Financial Strategies’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 Q2	–	Sell	-39	Closed	-$188	–	238
2025 Q1	$188	Hold	39	–	–	﹤0.01%	232
2024 Q4	$329	Buy	+39	New	+$360	﹤0.01%	118

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Anderson Financial Strategies's XRX Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Xerox (XRX) in Q2 2025, closing a stake of 39 shares — an estimated $188 sold.

Anderson Financial Strategies first reported a position in XRX in Q4 2024 and held it in 2 quarters. The position peaked at $329 in Q4 2024. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

Anderson Financial Strategies reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 39 Xerox shares in Q2 2025, an estimated $188.
Anderson Financial Strategies first reported a position in Xerox in Q4 2024 and held it in 2 quarters.
Anderson Financial Strategies's Xerox position peaked at $329 in Q4 2024.
294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.