GWMI
XRX icon

Guardian Wealth Management (Illinois)’s Xerox XRX Stock Holding History

Guardian Wealth Management (Illinois)’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
Q1 		– Hold
0
– – – 229
2024
Q2 		– Sell
-29
Closed -$421 – 245
2024
Q1 		$523 Hold
29
– – ﹤0.01% 226
2023
Q4 		$536 Buy
+29
New +$429 ﹤0.01% 235

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s XRX Position: Q1 2025 in Review

Guardian Wealth Management (Illinois) held its Xerox (XRX) position steady in Q1 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Guardian Wealth Management (Illinois) first reported a position in XRX in Q4 2023 and has held it in 2 quarters since. The position peaked at $536 in Q4 2023. 305 funds tracked by Wall St. Rank hold XRX as of Q1 2025.

  • Guardian Wealth Management (Illinois) held 0 shares of Xerox worth $1 as of Q1 2025.
  • Guardian Wealth Management (Illinois) left its Xerox share count unchanged in Q1 2025.
  • Xerox made up ﹤0.01% of Guardian Wealth Management (Illinois)'s portfolio in Q1 2025, its #229 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Xerox in Q4 2023 and has held it in 2 quarters since.
  • Guardian Wealth Management (Illinois)'s Xerox position peaked at $536 in Q4 2023.
  • 305 funds tracked by Wall St. Rank held Xerox as of Q1 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2025, filed 6 May 2025.