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 Q1	$11	Buy	+8	New	+$16	﹤0.01%	1358

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Cassaday & Co Wealth Management's XRX Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Xerox (XRX) in Q1 2026: 8 shares worth $11. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings.

219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

Cassaday & Co Wealth Management held 8 shares of Xerox worth $11 as of Q1 2026.
Xerox was a new Cassaday & Co Wealth Management position in Q1 2026.
Xerox made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1358 holding.
219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.