Cranbrook Wealth Management’s Xerox XRX Stock Holding History

Cranbrook Wealth Management’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 Q2	–	Sell	-178	Closed	-$860	–	452
2025 Q1	$860	Hold	178	–	–	﹤0.01%	400
2024 Q4	$1.5K	Buy	+178	New	+$1.64K	﹤0.01%	356

Other funds holding XRX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

Cranbrook Wealth Management's XRX Position: Q2 2025 in Review

Cranbrook Wealth Management sold out of Xerox (XRX) in Q2 2025, closing a stake of 178 shares — an estimated $860 sold.

Cranbrook Wealth Management first reported a position in XRX in Q4 2024 and held it in 2 quarters. The position peaked at $1.5K in Q4 2024. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

Cranbrook Wealth Management reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 178 Xerox shares in Q2 2025, an estimated $860.
Cranbrook Wealth Management first reported a position in Xerox in Q4 2024 and held it in 2 quarters.
Cranbrook Wealth Management's Xerox position peaked at $1.5K in Q4 2024.
294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.