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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 – 2421
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 – 2644
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Spire Wealth Management sold out of Xerox (XRX) in Q1 2026, closing a stake of 1,300 shares — an estimated $3.08K sold.

Spire Wealth Management first reported a position in XRX in Q1 2021 and held it in 13 quarters. The position peaked at $78K in Q3 2021. 220 funds tracked by Wall St. Rank hold XRX as of Q1 2026.

  • Spire Wealth Management reported no remaining Xerox position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,300 Xerox shares in Q1 2026, an estimated $3.08K.
  • Spire Wealth Management first reported a position in Xerox in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Xerox position peaked at $78K in Q3 2021.
  • 220 funds tracked by Wall St. Rank held Xerox as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.