BIA
XRX icon

Bell Investment Advisors’s Xerox XRX Stock Holding History

Bell Investment 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
2025
Q2 		– Sell
-37
Closed -$179 – 1986
2025
Q1 		$179 Hold
37
– – ﹤0.01% 1871
2024
Q4 		$312 Sell
37
-37
-50% -$341 ﹤0.01% 1855
2024
Q3 		$769 Sell
74
-37
-33% -$396 ﹤0.01% 1670
2024
Q2 		$1.29K Buy
111
+37
+50% +$537 ﹤0.01% 1527
2024
Q1 		$1.32K Hold
74
– – ﹤0.01% 1509
2023
Q4 		$1.36K Buy
74
+41
+124% +$606 ﹤0.01% 1481
2023
Q3 		$518 Hold
33
– – ﹤0.01% 1779
2023
Q2 		$492 Buy
+33
New +$483 ﹤0.01% 1862
2022
Q3 		– Sell
-54
Closed -$1K – 1992
2022
Q2 		$1K Buy
+54
New +$957 ﹤0.01% 1666
2021
Q4 		$6K Buy
248
+128
+107% +$2.6K ﹤0.01% 723
2021
Q3 		$2K Buy
+120
New +$2.72K ﹤0.01% 1191

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
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

Bell Investment Advisors's XRX Position: Q2 2025 in Review

Bell Investment Advisors sold out of Xerox (XRX) in Q2 2025, closing a stake of 37 shares — an estimated $179 sold.

Bell Investment Advisors first reported a position in XRX in Q3 2021 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

  • Bell Investment Advisors reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 37 Xerox shares in Q2 2025, an estimated $179.
  • Bell Investment Advisors first reported a position in Xerox in Q3 2021 and held it in 11 quarters.
  • Bell Investment Advisors's Xerox position peaked at $6K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.