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Coastwise Capital Group’s Xerox XRX Stock Holding History

Coastwise Capital Group’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 		$51.2K Buy
+16,359
New +$40.8K 0.03% 143
2026
Q1 		– Sell
-16,028
Closed -$38K – 138
2025
Q4 		$38K Sell
16,028
-1,971
-11% -$5.83K 0.02% 201
2025
Q3 		$67.7K Sell
17,999
-823
-4% -$3.64K 0.05% 131
2025
Q2 		$99.2K Sell
18,822
-1,238
-6% -$6.04K 0.08% 124
2025
Q1 		$96.9K Sell
20,060
-790
-4% -$5.93K 0.08% 122
2024
Q4 		$176K Sell
20,850
-3,225
-13% -$29.7K 0.14% 120
2024
Q3 		$250K Buy
24,075
+2,924
+14% +$31.3K 0.21% 108
2024
Q2 		$246K Buy
21,151
+4,912
+30% +$71.3K 0.23% 97
2024
Q1 		$291K Buy
+16,239
New +$285K 0.27% 88
2023
Q4 		– Sell
-10,737
Closed -$168K – 117
2023
Q3 		$168K Sell
10,737
-802
-7% -$12.7K 0.19% 108
2023
Q2 		$172K Buy
11,539
+1,062
+10% +$15.5K 0.19% 108
2023
Q1 		$161K Buy
10,477
+57
+0.5% +$921 0.18% 110
2022
Q4 		$152K Buy
+10,420
New +$157K 0.18% 102
2022
Q3 		– Sell
-11,237
Closed -$167K – 106
2022
Q2 		$167K Buy
11,237
+37
+0.3% +$656 0.2% 103
2022
Q1 		$226K Buy
+11,200
New +$235K 0.28% 90

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
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

Coastwise Capital Group's XRX Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in Xerox (XRX) in Q2 2026: 16,359 shares worth $51.2K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in XRX as recently as Q4 2025.

Coastwise Capital Group first reported a position in XRX in Q1 2022 and has held it in 15 quarters since. The position peaked at $291K in Q1 2024. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Coastwise Capital Group held 16,359 shares of Xerox worth $51.2K as of Q2 2026.
  • Xerox was a new Coastwise Capital Group position in Q2 2026.
  • Xerox made up 0.03% of Coastwise Capital Group's portfolio in Q2 2026, its #143 holding.
  • Coastwise Capital Group first reported a position in Xerox in Q1 2022 and has held it in 15 quarters since.
  • Coastwise Capital Group's Xerox position peaked at $291K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.