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Strategic Wealth Investment Group’s Xerox XRX Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-260
Closed -$1.37K – 203
2025
Q2 		$1.37K Buy
+260
New +$1.27K ﹤0.01% 129

Other funds holding XRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Investment Group's XRX Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Xerox (XRX) in Q3 2025, closing a stake of 260 shares — an estimated $1.37K sold.

Strategic Wealth Investment Group first reported a position in XRX in Q2 2025 and held it in 1 quarter. The position peaked at $1.37K in Q2 2025. 277 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 260 Xerox shares in Q3 2025, an estimated $1.37K.
  • Strategic Wealth Investment Group first reported a position in Xerox in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Xerox position peaked at $1.37K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.