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Rise Advisors’s Xerox XRX Stock Holding History

Rise 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
-159
Closed -$599 – 1462
2025
Q3 		$599 Sell
159
-104
-40% -$460 ﹤0.01% 1368
2025
Q2 		$1.38K Buy
263
+109
+71% +$532 ﹤0.01% 1237
2025
Q1 		$744 Sell
154
-787
-84% -$5.91K ﹤0.01% 1334
2024
Q4 		$7.93K Buy
941
+27
+3% +$249 ﹤0.01% 1024
2024
Q3 		$9.49K Buy
914
+20
+2% +$214 ﹤0.01% 1018
2024
Q2 		$10.4K Buy
894
+15
+2% +$218 0.01% 1003
2024
Q1 		$15.7K Buy
879
+742
+542% +$13K 0.01% 830
2023
Q4 		$2.51K Buy
137
+3
+2% +$44 ﹤0.01% 438
2023
Q3 		$2.1K Buy
134
+2
+2% +$32 ﹤0.01% 461
2023
Q2 		$1.97K Buy
132
+2
+2% +$29 ﹤0.01% 517
2023
Q1 		$2K Buy
130
+2
+2% +$32 ﹤0.01% 574
2022
Q4 		$1.87K Buy
128
+2
+2% +$30 ﹤0.01% 577
2022
Q3 		$2K Buy
126
+2
+2% +$32 ﹤0.01% 580
2022
Q2 		$2K Buy
124
+2
+2% +$35 ﹤0.01% 590
2022
Q1 		$2K Buy
122
+1
+0.8% +$21 ﹤0.01% 567
2021
Q4 		$2.74K Buy
+121
New +$2.46K ﹤0.01% 489

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's XRX Position: Q4 2025 in Review

Rise Advisors sold out of Xerox (XRX) in Q4 2025, closing a stake of 159 shares — an estimated $599 sold.

Rise Advisors first reported a position in XRX in Q4 2021 and held it in 16 quarters. The position peaked at $15.7K in Q1 2024. 248 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

  • Rise Advisors reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 159 Xerox shares in Q4 2025, an estimated $599.
  • Rise Advisors first reported a position in Xerox in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Xerox position peaked at $15.7K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.