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Atria Wealth Solutions’s Xerox XRX Stock Holding History

Atria Wealth Solutions’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 		$128K Sell
24,087
-620
-3% -$3.02K ﹤0.01% 1424
2025
Q1 		$122K Sell
24,707
-206
-0.8% -$1.55K ﹤0.01% 1784
2024
Q4 		$216K Sell
24,913
-2,021
-8% -$18.6K ﹤0.01% 1783
2024
Q3 		$286K Buy
26,934
+6,911
+35% +$73.9K ﹤0.01% 1545
2024
Q2 		$237K Sell
20,023
-2,357
-11% -$34.2K ﹤0.01% 1653
2024
Q1 		$406K Sell
22,380
-2,500
-10% -$43.9K ﹤0.01% 1358
2023
Q4 		$462K Sell
24,880
-1,652
-6% -$24.4K 0.01% 1258
2023
Q3 		$423K Sell
26,532
-1,777
-6% -$28.1K 0.01% 1213
2023
Q2 		$429K Sell
28,309
-12,631
-31% -$185K 0.01% 1233
2023
Q1 		$638K Buy
40,940
+924
+2% +$14.9K 0.01% 1002
2022
Q4 		$591K Sell
40,016
-3,958
-9% -$59.7K 0.01% 995
2022
Q3 		$583K Buy
43,974
+7,032
+19% +$114K 0.01% 941
2022
Q2 		$558K Sell
36,942
-14,074
-28% -$249K 0.01% 915
2022
Q1 		$1.04M Buy
+51,016
New +$1.07M 0.02% 715

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 $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's XRX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Xerox (XRX) stake by 2.5% in Q2 2025, selling an estimated $3.02K and leaving 24,087 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Atria Wealth Solutions first reported a position in XRX in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q1 2022. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

  • Atria Wealth Solutions held 24,087 shares of Xerox worth $128K as of Q2 2025.
  • Atria Wealth Solutions sold 620 Xerox shares in Q2 2025, an estimated $3.02K.
  • Xerox made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1424 holding.
  • Atria Wealth Solutions first reported a position in Xerox in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Xerox position peaked at $1.04M in Q1 2022.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.