Physician Wealth Advisors’s Xerox XRX Stock Holding History

Physician 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
2025 Q4	–	Sell	-204	Closed	-$768	–	2167
2025 Q3	$768	Hold	204	–	–	﹤0.01%	1701
2025 Q2	$1.08K	Buy	+204	New	+$995	﹤0.01%	1373

Other funds holding XRX

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Physician Wealth Advisors's XRX Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Xerox (XRX) in Q4 2025, closing a stake of 204 shares — an estimated $768 sold.

Physician Wealth Advisors first reported a position in XRX in Q2 2025 and held it in 2 quarters. The position peaked at $1.08K in Q2 2025. 248 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

Physician Wealth Advisors reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 204 Xerox shares in Q4 2025, an estimated $768.
Physician Wealth Advisors first reported a position in Xerox in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's Xerox position peaked at $1.08K in Q2 2025.
248 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.