Creative Planning’s Xerox XRX Stock Holding History

Creative Planning’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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Creative Planning's XRX Position: Q1 2026 in Review

Creative Planning reduced its Xerox (XRX) stake by 84% in Q1 2026, selling an estimated $110K and leaving 10,530 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

Creative Planning first reported a position in XRX in Q2 2013 and has held it in 26 quarters since. The position peaked at $714K in Q2 2025. 219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

Creative Planning held 10,530 shares of Xerox worth $13.6K as of Q1 2026.
Creative Planning sold 55,766 Xerox shares in Q1 2026, an estimated $110K.
Xerox made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4058 holding.
Creative Planning first reported a position in Xerox in Q2 2013 and has held it in 26 quarters since.
Creative Planning's Xerox position peaked at $714K in Q2 2025.
219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.