Clearstead Trust’s Xerox XRX Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-135	Closed	-$508	–	1562
2025 Q3	$508	Hold	135	–	–	﹤0.01%	1375
2025 Q2	$712	Buy	+135	New	+$659	﹤0.01%	1252

Other funds holding XRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's XRX Position: Q4 2025 in Review

Clearstead Trust sold out of Xerox (XRX) in Q4 2025, closing a stake of 135 shares — an estimated $508 sold.

Clearstead Trust first reported a position in XRX in Q2 2025 and held it in 2 quarters. The position peaked at $712 in Q2 2025. 248 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

Clearstead Trust reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 135 Xerox shares in Q4 2025, an estimated $508.
Clearstead Trust first reported a position in Xerox in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Xerox position peaked at $712 in Q2 2025.
248 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.