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 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 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