Corient Private Wealth’s Xerox XRX Stock Holding History

Corient Private Wealth’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	-10,851	Closed	-$25.7K	–	3004
2025 Q4	$25.7K	Sell	10,851 -38,225	-78%	-$113K	﹤0.01%	2614
2025 Q3	$185K	Sell	49,076 -16,846	-26%	-$74.4K	﹤0.01%	2363
2025 Q2	$347K	Buy	+65,922	New	+$322K	﹤0.01%	1910

Other funds holding XRX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Corient Private Wealth's XRX Position: Q1 2026 in Review

Corient Private Wealth sold out of Xerox (XRX) in Q1 2026, closing a stake of 10,851 shares — an estimated $25.7K sold.

Corient Private Wealth first reported a position in XRX in Q2 2025 and held it in 3 quarters. The position peaked at $347K in Q2 2025. 220 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

Corient Private Wealth reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 10,851 Xerox shares in Q1 2026, an estimated $25.7K.
Corient Private Wealth first reported a position in Xerox in Q2 2025 and held it in 3 quarters.
Corient Private Wealth's Xerox position peaked at $347K in Q2 2025.
220 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.