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Private Wealth Management Group’s Xerox XRX Stock Holding History

Private Wealth Management Group’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 		– Sell
-1,376
Closed -$3.26K – 1565
2025
Q4 		$3.26K Buy
1,376
+1,112
+421% +$3.29K ﹤0.01% 922
2025
Q3 		$993 Sell
264
-452
-63% -$2K ﹤0.01% 1285
2025
Q2 		$3.77K Buy
716
+446
+165% +$2.18K ﹤0.01% 868
2025
Q1 		$1.3K Buy
270
+76
+39% +$570 ﹤0.01% 1196
2024
Q4 		$1.64K Buy
194
+46
+31% +$424 ﹤0.01% 1156
2024
Q3 		$1.54K Buy
+148
New +$1.58K ﹤0.01% 1160

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Private Wealth Management Group's XRX Position: Q1 2026 in Review

Private Wealth Management Group sold out of Xerox (XRX) in Q1 2026, closing a stake of 1,376 shares — an estimated $3.26K sold.

Private Wealth Management Group first reported a position in XRX in Q3 2024 and held it in 6 quarters. The position peaked at $3.77K in Q2 2025. 220 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

  • Private Wealth Management Group reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 1,376 Xerox shares in Q1 2026, an estimated $3.26K.
  • Private Wealth Management Group first reported a position in Xerox in Q3 2024 and held it in 6 quarters.
  • Private Wealth Management Group's Xerox position peaked at $3.77K in Q2 2025.
  • 220 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.