Spire Wealth Management’s Xerox XRX Stock Holding History

Spire 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	–	Sell	-1,300	Closed	-$3.08K	–	2421
2025 Q4	$3.08K	Sell	1,300 -4,583	-78%	-$13.6K	﹤0.01%	2004
2025 Q3	$22.1K	Hold	5,883	–	–	﹤0.01%	1496
2025 Q2	$31K	Buy	+5,883	New	+$28.7K	﹤0.01%	1367
2024 Q1	–	Sell	-450	Closed	-$7.24K	–	2422
2023 Q4	$7.24K	Buy	450 +182	+68%	+$2.69K	﹤0.01%	1844
2023 Q3	$4.21K	Buy	268 +3	+1%	+$47	﹤0.01%	1975
2023 Q2	$3.95K	Sell	265 -74	-22%	-$1.08K	﹤0.01%	2062
2023 Q1	$5.23K	Buy	+339	New	+$5.48K	﹤0.01%	2024
2022 Q3	–	Sell	-1,228	Closed	-$18K	–	2645
2022 Q2	$18K	Sell	1,228 -157	-11%	-$2.78K	﹤0.01%	1725
2022 Q1	$28K	Sell	1,385 -328	-19%	-$6.9K	﹤0.01%	1673
2021 Q4	$39K	Sell	1,713 -2,160	-56%	-$43.9K	﹤0.01%	1838
2021 Q3	$78K	Buy	3,873 +2,506	+183%	+$56.9K	﹤0.01%	1291
2021 Q2	$32K	Sell	1,367 -390	-22%	-$9.43K	﹤0.01%	1672
2021 Q1	$43K	Buy	+1,757	New	+$42K	﹤0.01%	1807

Other funds holding XRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $121B AUM 33.93% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return