&Partners’s Xerox XRX Stock Holding History

&Partners’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 Q2	–	Sell	-11,785	Closed	-$52.8K	–	2043
2025 Q1	$52.8K	Sell	11,785 -6,360	-35%	-$47.7K	﹤0.01%	1731
2024 Q4	$150K	Buy	18,145 +8,075	+80%	+$74.5K	﹤0.01%	1576
2024 Q3	$105K	Buy	+10,070	New	+$108K	﹤0.01%	1366

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

&Partners's XRX Position: Q2 2025 in Review

&Partners sold out of Xerox (XRX) in Q2 2025, closing a stake of 11,785 shares — an estimated $52.8K sold.

&Partners first reported a position in XRX in Q3 2024 and held it in 3 quarters. The position peaked at $150K in Q4 2024. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

&Partners reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
&Partners sold 11,785 Xerox shares in Q2 2025, an estimated $52.8K.
&Partners first reported a position in Xerox in Q3 2024 and held it in 3 quarters.
&Partners's Xerox position peaked at $150K in Q4 2024.
294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on &Partners's 13F filing for Q2 2025, filed 14 Aug 2025.