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 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 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