Clearstead Advisors’s Xerox XRX Stock Holding History

Clearstead 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
2026 Q2	$483	Buy	154 +29	+23%	+$72	﹤0.01%	2938
2026 Q1	$162	Hold	125	–	–	﹤0.01%	2182
2025 Q4	$297	Hold	125	–	–	﹤0.01%	2377
2025 Q3	$470	Hold	125	–	–	﹤0.01%	2742
2025 Q2	$659	Hold	125	–	–	﹤0.01%	2468
2025 Q1	$604	Hold	125	–	–	﹤0.01%	2048
2024 Q4	$1.05K	Hold	125	–	–	﹤0.01%	1912
2024 Q3	$1.3K	Hold	125	–	–	﹤0.01%	1884
2024 Q2	$1.45K	Buy	+125	New	+$1.81K	﹤0.01%	1855
2021 Q2	–	Sell	-195	Closed	-$5K	–	1309
2021 Q1	$5K	Hold	195	–	–	﹤0.01%	877
2020 Q4	$5K	Hold	195	–	–	﹤0.01%	811
2020 Q3	$4K	Hold	195	–	–	﹤0.01%	775
2020 Q2	$3K	Hold	195	–	–	﹤0.01%	725
2020 Q1	$4K	Buy	+195	New	+$6.2K	﹤0.01%	674

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

Clearstead Advisors's XRX Position: Q2 2026 in Review

Clearstead Advisors increased its Xerox (XRX) stake by 23% in Q2 2026, buying an estimated $72 and bringing the position to 154 shares worth $483. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Clearstead Advisors first reported a position in XRX in Q1 2020 and has held it in 14 quarters since. The position peaked at $5K in Q1 2021. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Clearstead Advisors held 154 shares of Xerox worth $483 as of Q2 2026.
Clearstead Advisors bought 29 Xerox shares in Q2 2026, an estimated $72.
Xerox made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2938 holding.
Clearstead Advisors first reported a position in Xerox in Q1 2020 and has held it in 14 quarters since.
Clearstead Advisors's Xerox position peaked at $5K in Q1 2021.
231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.