EverSource Wealth Advisors’s Xerox XRX Stock Holding History

EverSource Wealth Advisors’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	$795	Buy	616 +233	+61%	+$461	﹤0.01%	3935
2025 Q4	$908	Sell	383 -144	-27%	-$426	﹤0.01%	3731
2025 Q3	$1.98K	Sell	527 -1,633	-76%	-$7.22K	﹤0.01%	3516
2025 Q2	$11.4K	Buy	2,160 +1,447	+203%	+$7.06K	﹤0.01%	2727
2025 Q1	$3.44K	Buy	713 +663	+1,326%	+$4.97K	﹤0.01%	2673
2024 Q4	$422	Sell	50 -576	-92%	-$5.31K	﹤0.01%	3252
2024 Q3	$6.5K	Buy	626 +354	+130%	+$3.79K	﹤0.01%	2104
2024 Q2	$2.93K	Sell	272 -64	-19%	-$929	﹤0.01%	2421
2024 Q1	$4.46K	Hold	336	–	–	﹤0.01%	2098
2023 Q4	$6.16K	Buy	+336	New	+$4.97K	﹤0.01%	1773
2022 Q2	–	Sell	-102	Closed	-$2K	–	1910
2022 Q1	$2K	Hold	102	–	–	﹤0.01%	1599
2021 Q4	$2K	Buy	+102	New	+$2.07K	﹤0.01%	1645

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

EverSource Wealth Advisors's XRX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Xerox (XRX) stake by 61% in Q1 2026, buying an estimated $461 and bringing the position to 616 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #3935.

EverSource Wealth Advisors first reported a position in XRX in Q4 2021 and has held it in 12 quarters since. The position peaked at $11.4K in Q2 2025. 219 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

EverSource Wealth Advisors held 616 shares of Xerox worth $795 as of Q1 2026.
EverSource Wealth Advisors bought 233 Xerox shares in Q1 2026, an estimated $461.
Xerox made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3935 holding.
EverSource Wealth Advisors first reported a position in Xerox in Q4 2021 and has held it in 12 quarters since.
EverSource Wealth Advisors's Xerox position peaked at $11.4K in Q2 2025.
219 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.