Envestnet Asset Management’s Xerox XRX Stock Holding History

Envestnet Asset 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 Q4	–	Sell	-15,844	Closed	-$59.6K	–	4690
2025 Q3	$59.6K	Sell	15,844 -43,743	-73%	-$193K	﹤0.01%	4470
2025 Q2	$314K	Buy	+59,587	New	+$291K	﹤0.01%	4001
2023 Q3	–	Sell	-33,971	Closed	-$506K	–	4176
2023 Q2	$506K	Sell	33,971 -1,103	-3%	-$16.1K	﹤0.01%	3200
2023 Q1	$540K	Sell	35,074 -10,452	-23%	-$169K	﹤0.01%	3085
2022 Q4	$665K	Buy	45,526 +7,650	+20%	+$115K	﹤0.01%	2927
2022 Q3	$495K	Buy	37,876 +279	+0.7%	+$4.52K	﹤0.01%	3026
2022 Q2	$558K	Sell	37,597 -311	-0.8%	-$5.51K	﹤0.01%	3002
2022 Q1	$765K	Buy	37,908 +2,055	+6%	+$43.2K	﹤0.01%	2855
2021 Q4	$812K	Sell	35,853 -28,708	-44%	-$583K	﹤0.01%	2761
2021 Q3	$1.3M	Sell	64,561 -17,545	-21%	-$398K	﹤0.01%	2371
2021 Q2	$1.93M	Buy	82,106 +910	+1%	+$22K	﹤0.01%	2081
2021 Q1	$1.97M	Buy	81,196 +2,501	+3%	+$59.8K	﹤0.01%	1944
2020 Q4	$1.82M	Sell	78,695 -103,094	-57%	-$2.18M	﹤0.01%	1810
2020 Q3	$3.41M	Buy	181,789 +14,160	+8%	+$248K	﹤0.01%	1346
2020 Q2	$2.56M	Buy	167,629 +55,791	+50%	+$963K	﹤0.01%	1439
2020 Q1	$2.12M	Buy	111,838 +79,118	+242%	+$2.51M	﹤0.01%	1397
2019 Q4	$1.21M	Sell	32,720 -10,418	-24%	-$364K	﹤0.01%	1903
2019 Q3	$1.29M	Buy	43,138 +1,141	+3%	+$35.7K	﹤0.01%	1791
2019 Q2	$1.49M	Sell	41,997 -1,202	-3%	-$40.1K	﹤0.01%	1720
2019 Q1	$1.38M	Buy	43,199 +16,143	+60%	+$455K	﹤0.01%	1685
2018 Q4	$535K	Buy	+27,056	New	+$694K	﹤0.01%	2111
2018 Q3	–	Sell	-6,372	Closed	-$152K	–	2661
2018 Q2	$152K	Buy	6,372 +148	+2%	+$4.18K	﹤0.01%	1802
2018 Q1	$178K	Sell	6,224 -9,274	-60%	-$285K	﹤0.01%	1645
2017 Q4	$452K	Sell	15,498 -5,264	-25%	-$160K	﹤0.01%	1533
2017 Q3	$692K	Sell	20,762 -3,319	-14%	-$104K	﹤0.01%	1308
2017 Q2	$691K	Sell	24,081 -1,963	-8%	-$55.5K	﹤0.01%	1348
2017 Q1	$768K	Sell	26,044 -4,205	-14%	-$121K	﹤0.01%	1332
2016 Q4	$695K	Buy	30,249 +165	+0.5%	+$4.11K	﹤0.01%	1348
2016 Q3	$803K	Buy	30,084 +1,510	+5%	+$39K	﹤0.01%	1354
2016 Q2	$715K	Sell	28,574 -11,578	-29%	-$305K	﹤0.01%	1485
2016 Q1	$1.18M	Sell	40,152 -20,392	-34%	-$526K	0.01%	1233
2015 Q4	$1.7M	Buy	60,544 +18,663	+45%	+$501K	0.01%	1029
2015 Q3	$1.07M	Sell	41,881 -10,154	-20%	-$282K	0.01%	1241
2015 Q2	$1.46M	Sell	52,035 -62,177	-54%	-$1.92M	0.01%	1221
2015 Q1	$3.87M	Buy	114,212 +111,618	+4,303%	+$3.94M	0.02%	665
2014 Q4	$95K	Buy	2,594 +46	+2%	+$1.62K	﹤0.01%	1196
2014 Q3	$89K	Buy	2,548 +1,615	+173%	+$56.4K	﹤0.01%	1330
2014 Q2	$31K	Buy	933 +423	+83%	+$13.4K	﹤0.01%	1616
2014 Q1	$15K	Buy	510 +283	+125%	+$8.29K	﹤0.01%	1741
2013 Q4	$7K	Sell	227 -407	-64%	-$11.7K	﹤0.01%	1892
2013 Q3	$17K	Sell	634 -460	-42%	-$12.1K	﹤0.01%	1533
2013 Q2	$26K	Buy	+1,094	New	+$25.6K	﹤0.01%	1358

Other funds holding XRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Asset Management's XRX Position: Q4 2025 in Review

Envestnet Asset Management sold out of Xerox (XRX) in Q4 2025, closing a stake of 15,844 shares — an estimated $59.6K sold.

Envestnet Asset Management first reported a position in XRX in Q2 2013 and held it in 42 quarters. The position peaked at $3.87M in Q1 2015. 247 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

Envestnet Asset Management reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
Envestnet Asset Management sold 15,844 Xerox shares in Q4 2025, an estimated $59.6K.
Envestnet Asset Management first reported a position in Xerox in Q2 2013 and held it in 42 quarters.
Envestnet Asset Management's Xerox position peaked at $3.87M in Q1 2015.
247 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.