True Wealth Design
XRXDW icon

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
Q3 		$76 Hold
275
– – ﹤0.01% 2474
2026
Q2 		$76 Hold
275
– – ﹤0.01% 2567
2026
Q1 		$25 Buy
+275
New +$30 ﹤0.01% 2629

Other funds holding XRXDW

Chicago Capital Management
Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Mission Financial Group
Mission Financial Group Las Vegas, Nevada $127M AUM
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

True Wealth Design held its Xerox Holdings Corp Warrants (XRXDW) position steady in Q3 2026 at 275 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #2474.

True Wealth Design first reported a position in XRXDW in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold XRXDW as of Q3 2026.

  • True Wealth Design held 275 shares of Xerox Holdings Corp Warrants worth $76 as of Q3 2026.
  • True Wealth Design left its Xerox Holdings Corp Warrants share count unchanged in Q3 2026.
  • Xerox Holdings Corp Warrants made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2474 holding.
  • True Wealth Design first reported a position in Xerox Holdings Corp Warrants in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Xerox Holdings Corp Warrants as of Q3 2026.

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