Wealthspire Advisors (New York)’s Xerox XRX Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-412	Closed	-$1.55K	–	2941
2025 Q3	$1.55K	Buy	+412	New	+$1.82K	﹤0.01%	2671
2019 Q1	–	Sell	-16	Closed	–	–	822
2018 Q4	$0	Buy	+16	New	+$411	﹤0.01%	925

Other funds holding XRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s XRX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Xerox (XRX) in Q4 2025, closing a stake of 412 shares — an estimated $1.55K sold.

Wealthspire Advisors (New York) first reported a position in XRX in Q4 2018 and held it in 2 quarters. The position peaked at $1.55K in Q3 2025. 248 funds tracked by Wall St. Rank hold XRX as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Xerox position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 412 Xerox shares in Q4 2025, an estimated $1.55K.
Wealthspire Advisors (New York) first reported a position in Xerox in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s Xerox position peaked at $1.55K in Q3 2025.
248 funds tracked by Wall St. Rank held Xerox as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.