WealthTrak Capital Management’s Xerox XRX Stock Holding History

WealthTrak Capital Management’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 Q3	–	Sell	-20	Closed	-$106	–	906
2025 Q2	$106	Buy	+20	New	+$98	﹤0.01%	922

Other funds holding XRX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrak Capital Management's XRX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Xerox (XRX) in Q3 2025, closing a stake of 20 shares — an estimated $106 sold.

WealthTrak Capital Management first reported a position in XRX in Q2 2025 and held it in 1 quarter. The position peaked at $106 in Q2 2025. 278 funds tracked by Wall St. Rank hold XRX as of Q3 2025.

WealthTrak Capital Management reported no remaining Xerox position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 20 Xerox shares in Q3 2025, an estimated $106.
WealthTrak Capital Management first reported a position in Xerox in Q2 2025 and held it in 1 quarter.
WealthTrak Capital Management's Xerox position peaked at $106 in Q2 2025.
278 funds tracked by Wall St. Rank held Xerox as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.