Rialto Wealth Management’s Xerox XRX Stock Holding History

Rialto Wealth Management’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	-91	Closed	-$440	–	1773
2025 Q1	$440	Buy	+91	New	+$683	﹤0.01%	951

Other funds holding XRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rialto Wealth Management's XRX Position: Q2 2025 in Review

Rialto Wealth Management sold out of Xerox (XRX) in Q2 2025, closing a stake of 91 shares — an estimated $440 sold.

Rialto Wealth Management first reported a position in XRX in Q1 2025 and held it in 1 quarter. The position peaked at $440 in Q1 2025. 294 funds tracked by Wall St. Rank hold XRX as of Q2 2025.

Rialto Wealth Management reported no remaining Xerox position as of Q2 2025 after selling out during the quarter.
Rialto Wealth Management sold 91 Xerox shares in Q2 2025, an estimated $440.
Rialto Wealth Management first reported a position in Xerox in Q1 2025 and held it in 1 quarter.
Rialto Wealth Management's Xerox position peaked at $440 in Q1 2025.
294 funds tracked by Wall St. Rank held Xerox as of Q2 2025.

Based on Rialto Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.