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True Wealth Design’s Xerox XRX Stock Holding History

True Wealth Design’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 		$2.7K Buy
863
+619
+254% +$1.55K ﹤0.01% 1567
2026
Q1 		$315 Buy
244
+229
+1,527% +$453 ﹤0.01% 2205
2025
Q4 		$36 Buy
+15
New +$44 ﹤0.01% 2444
2025
Q3 		– Sell
-396
Closed -$2.09K – 2904
2025
Q2 		$2.09K Buy
+396
New +$1.93K ﹤0.01% 1166
2024
Q4 		– Sell
-216
Closed -$2.24K – 1534
2024
Q3 		$2.24K Buy
+216
New +$2.31K ﹤0.01% 758

Other funds holding XRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
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

True Wealth Design's XRX Position: Q2 2026 in Review

True Wealth Design increased its Xerox (XRX) stake by 254% in Q2 2026, buying an estimated $1.55K and bringing the position to 863 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

True Wealth Design first reported a position in XRX in Q3 2024 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

  • True Wealth Design held 863 shares of Xerox worth $2.7K as of Q2 2026.
  • True Wealth Design bought 619 Xerox shares in Q2 2026, an estimated $1.55K.
  • Xerox made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1567 holding.
  • True Wealth Design first reported a position in Xerox in Q3 2024 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.