TWD
XRX icon

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
Q3 		$383 Sell
121
-742
-86% -$2.26K ﹤0.01% 2211
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

True Wealth Design's XRX Position: Q3 2026 in Review

True Wealth Design reduced its Xerox (XRX) stake by 86% in Q3 2026, selling an estimated $2.26K and leaving 121 shares worth $383. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

True Wealth Design first reported a position in XRX in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.7K in Q2 2026. 12 funds tracked by Wall St. Rank hold XRX as of Q3 2026.

  • True Wealth Design held 121 shares of Xerox worth $383 as of Q3 2026.
  • True Wealth Design sold 742 Xerox shares in Q3 2026, an estimated $2.26K.
  • Xerox made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2211 holding.
  • True Wealth Design first reported a position in Xerox in Q3 2024 and has held it in 6 quarters since.
  • True Wealth Design's Xerox position peaked at $2.7K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Xerox as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.