TWD
XRXDW

True Wealth Design’s Xerox Holdings Corp Warrants XRXDW Stock Holding History

True Wealth Design’s Portfolio XRXDW Stock Details XRXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76 Hold
275
– – ﹤0.01% 2567
2026
Q1 		$25 Buy
+275
New +$30 ﹤0.01% 2629

Other funds holding XRXDW

BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

True Wealth Design held its Xerox Holdings Corp Warrants (XRXDW) position steady in Q2 2026 at 275 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

True Wealth Design first reported a position in XRXDW in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold XRXDW as of Q2 2026.

  • True Wealth Design held 275 shares of Xerox Holdings Corp Warrants worth $76 as of Q2 2026.
  • True Wealth Design left its Xerox Holdings Corp Warrants share count unchanged in Q2 2026.
  • Xerox Holdings Corp Warrants made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2567 holding.
  • True Wealth Design first reported a position in Xerox Holdings Corp Warrants in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q2 2026.

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