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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SHP Wealth Management's XRX Position: Q1 2026 in Review

SHP Wealth Management increased its Xerox (XRX) stake by 2.1% in Q1 2026, buying an estimated $2 and bringing the position to 49 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

SHP Wealth Management first reported a position in XRX in Q4 2025 and has held it in 2 quarters since. The position peaked at $114 in Q4 2025. 220 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

  • SHP Wealth Management held 49 shares of Xerox worth $63 as of Q1 2026.
  • SHP Wealth Management bought 1 Xerox share in Q1 2026, an estimated $2.
  • Xerox made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1786 holding.
  • SHP Wealth Management first reported a position in Xerox in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Xerox position peaked at $114 in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.