Creative Planning’s Xerox XRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
– Sell
-228
Closed -$1K – 4605
2015
Q3
$1K Buy
+228
New +$6.32K ﹤0.01% 4166
2015
Q1
– Sell
-228
Closed -$1K – 4437
2014
Q4
$1K Hold
228
– – ﹤0.01% 4014
2014
Q3
$1K Buy
+228
New +$7.96K ﹤0.01% 3878

Other funds holding XRX

Creative Planning's XRX Position: Q2 2026 in Review

Creative Planning increased its Xerox (XRX) stake by 152% in Q2 2026, buying an estimated $39.8K and bringing the position to 26,489 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4069.

Creative Planning first reported a position in XRX in Q2 2013 and has held it in 27 quarters since. The position peaked at $714K in Q2 2025. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • Creative Planning held 26,489 shares of Xerox worth $82.9K as of Q2 2026.
  • Creative Planning bought 15,959 Xerox shares in Q2 2026, an estimated $39.8K.
  • Xerox made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4069 holding.
  • Creative Planning first reported a position in Xerox in Q2 2013 and has held it in 27 quarters since.
  • Creative Planning's Xerox position peaked at $714K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.