Cassaday & Co Wealth Management’s Xerox XRX Stock Holding History

Cassaday & Co Wealth Management’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	$26	Hold	8	–	–	﹤0.01%	1306
2026 Q1	$11	Buy	+8	New	+$16	﹤0.01%	1358

Other funds holding XRX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's XRX Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Xerox (XRX) position steady in Q2 2026 at 8 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Cassaday & Co Wealth Management first reported a position in XRX in Q1 2026 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Cassaday & Co Wealth Management held 8 shares of Xerox worth $26 as of Q2 2026.
Cassaday & Co Wealth Management left its Xerox share count unchanged in Q2 2026.
Xerox made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1306 holding.
Cassaday & Co Wealth Management first reported a position in Xerox in Q1 2026 and has held it in 2 quarters since.
232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.