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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Dimensional Fund Advisors

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return