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Arkadios Wealth Advisors’s Xerox XRX Stock Holding History

Arkadios Wealth Advisors’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
2026
Q2 		$33.1K Sell
10,586
-43,226
-80% -$108K ﹤0.01% 1727
2026
Q1 		$69.4K Buy
53,812
+39,052
+265% +$77.2K ﹤0.01% 1641
2025
Q4 		$35K Buy
+14,760
New +$43.7K ﹤0.01% 1536
2020
Q2 		– Sell
-7
Closed -$133 – 1164
2020
Q1 		$133 Buy
+7
New +$222 ﹤0.01% 1127

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Arkadios Wealth Advisors's XRX Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Xerox (XRX) stake by 80% in Q2 2026, selling an estimated $108K and leaving 10,586 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Arkadios Wealth Advisors first reported a position in XRX in Q1 2020 and has held it in 4 quarters since. The position peaked at $69.4K in Q1 2026. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Arkadios Wealth Advisors held 10,586 shares of Xerox worth $33.1K as of Q2 2026.
  • Arkadios Wealth Advisors sold 43,226 Xerox shares in Q2 2026, an estimated $108K.
  • Xerox made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1727 holding.
  • Arkadios Wealth Advisors first reported a position in Xerox in Q1 2020 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Xerox position peaked at $69.4K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.