Williams & Novak’s Xerox XRX Stock Holding History

Williams & Novak’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	–	Sell	-19,615	Closed	-$24.7K	–	157
2026 Q1	$24.7K	Buy	19,615 +8,325	+74%	+$16.5K	0.02%	139
2025 Q4	$26.8K	Buy	+11,290	New	+$33.4K	0.02%	138

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

Williams & Novak's XRX Position: Q2 2026 in Review

Williams & Novak sold out of Xerox (XRX) in Q2 2026, closing a stake of 19,615 shares — an estimated $24.7K sold.

Williams & Novak first reported a position in XRX in Q4 2025 and held it in 2 quarters. The position peaked at $26.8K in Q4 2025. 232 funds tracked by Wall St. Rank hold XRX as of Q2 2026.

Williams & Novak reported no remaining Xerox position as of Q2 2026 after selling out during the quarter.
Williams & Novak sold 19,615 Xerox shares in Q2 2026, an estimated $24.7K.
Williams & Novak first reported a position in Xerox in Q4 2025 and held it in 2 quarters.
Williams & Novak's Xerox position peaked at $26.8K in Q4 2025.
232 funds tracked by Wall St. Rank held Xerox as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.