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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
2022
Q3 		– Sell
-14,232
Closed -$213K – 1865
2022
Q2 		$213K Buy
+14,232
New +$252K ﹤0.01% 1423

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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.