SHP Wealth Management’s Xerox XRX Stock Holding History

SHP 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
2026 Q2	$155	Buy	50 +1	+2%	+$2	﹤0.01%	1913
2026 Q1	$63	Buy	49 +1	+2%	+$2	﹤0.01%	1786
2025 Q4	$114	Buy	+48	New	+$142	﹤0.01%	1497

Other funds holding XRX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

SHP Wealth Management's XRX Position: Q2 2026 in Review

SHP Wealth Management increased its Xerox (XRX) stake by 2% in Q2 2026, buying an estimated $2 and bringing the position to 50 shares worth $155. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

SHP Wealth Management first reported a position in XRX in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

SHP Wealth Management held 50 shares of Xerox worth $155 as of Q2 2026.
SHP Wealth Management bought 1 Xerox share in Q2 2026, an estimated $2.
Xerox made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1913 holding.
SHP Wealth Management first reported a position in Xerox in Q4 2025 and has held it in 3 quarters since.
231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.