Bogart Wealth LLC’s Xerox XRX Stock Holding History

Bogart Wealth LLC’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	$1.02K	Buy	327 +285	+679%	+$712	﹤0.01%	1613
2026 Q1	$54	Buy	+42	New	+$83	﹤0.01%	1768

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bogart Wealth LLC's XRX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Xerox (XRX) stake by 679% in Q2 2026, buying an estimated $712 and bringing the position to 327 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Bogart Wealth LLC first reported a position in XRX in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Bogart Wealth LLC held 327 shares of Xerox worth $1.02K as of Q2 2026.
Bogart Wealth LLC bought 285 Xerox shares in Q2 2026, an estimated $712.
Xerox made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1613 holding.
Bogart Wealth LLC first reported a position in Xerox in Q1 2026 and has held it in 2 quarters since.
231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.