Wealth Enhancement Advisory Services’s Xerox XRX Stock Holding History

Wealth Enhancement Advisory Services’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	$172K	Buy	60,947 +41,711	+217%	+$104K	﹤0.01%	3646
2026 Q1	$24.2K	Buy	+19,236	New	+$38K	﹤0.01%	3487
2025 Q4	–	Sell	-13,157	Closed	-$47.8K	–	3816
2025 Q3	$47.8K	Sell	13,157 -14,331	-52%	-$63.3K	﹤0.01%	3438
2025 Q2	$157K	Buy	27,488 +14,258	+108%	+$69.6K	﹤0.01%	3057
2025 Q1	$63.9K	Sell	13,230 -1,215	-8%	-$9.12K	﹤0.01%	2829
2024 Q4	$122K	Sell	14,445 -3,155	-18%	-$29.1K	﹤0.01%	2784
2024 Q3	$183K	Buy	17,600 +3,444	+24%	+$36.8K	﹤0.01%	2468
2024 Q2	$164K	Buy	14,156 +800	+6%	+$11.6K	﹤0.01%	2332
2024 Q1	$239K	Buy	13,356 +382	+3%	+$6.71K	﹤0.01%	2076
2023 Q4	$238K	Buy	+12,974	New	+$192K	﹤0.01%	1993
2022 Q4	–	Sell	-364,951	Closed	-$5.21M	–	379
2022 Q3	$5.21M	Buy	+364,951	New	+$5.91M	0.07%	116
2021 Q2	–	Sell	-224,905	Closed	-$5.63M	–	310
2021 Q1	$5.63M	Buy	224,905 +6,172	+3%	+$148K	0.1%	90
2020 Q4	$4.92M	Buy	+218,733	New	+$4.63M	0.11%	77
2020 Q3	–	Sell	-157,375	Closed	-$2.67M	–	248
2020 Q2	$2.67M	Buy	+157,375	New	+$2.72M	0.08%	96
2019 Q2	–	Sell	-37,506	Closed	-$1.28M	–	246
2019 Q1	$1.28M	Buy	+37,506	New	+$1.06M	0.07%	111
2015 Q2	–	Sell	-18,150	Closed	-$615K	–	123
2015 Q1	$615K	Buy	+18,150	New	+$640K	0.24%	98

Other funds holding XRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's XRX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Xerox (XRX) stake by 217% in Q2 2026, buying an estimated $104K and bringing the position to 60,947 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Wealth Enhancement Advisory Services first reported a position in XRX in Q1 2015 and has held it in 16 quarters since. The position peaked at $5.63M in Q1 2021. 231 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Wealth Enhancement Advisory Services held 60,947 shares of Xerox worth $172K as of Q2 2026.
Wealth Enhancement Advisory Services bought 41,711 Xerox shares in Q2 2026, an estimated $104K.
Xerox made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3646 holding.
Wealth Enhancement Advisory Services first reported a position in Xerox in Q1 2015 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's Xerox position peaked at $5.63M in Q1 2021.
231 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.