WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in XRX — Xerox Holdings Corp
CIK 1632972
PLYMOUTH, MN
Position in XRX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$190,764
+$165,950 QoQ
Shares Held
60,947
+216.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 17 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in XRX Over Time
Shares Held
Position Value (USD)
Position in Business Equipment & Supplies
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $456,521 across 3 Business Equipment & Supplies names. XRX ranks #1 (41.8% of the industry book) .
All Filings in XRX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,764 | 60,947 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,814 | 19,236 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $49,470 | 13,157 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $144,861 | 27,488 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $63,900 | 13,230 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $121,771 | 14,445 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $182,688 | 17,600 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $164,492 | 14,156 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $239,072 | 13,356 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $237,813 | 12,974 | Shares | Sole | 2024-01-30 | |
| 2022-09-30 | $4,773,559 | 364,951 | Shares | Sole | 2022-10-17 | |
| 2021-03-31 | $5,458,444 | 224,905 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,072,418 | 218,733 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $2,406,263 | 157,375 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||