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Advantage Trust Company’s Xylem XYL Stock Holding History

Advantage Trust Company’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-500
Closed -$64.7K – 208
2025
Q2 		$64.7K Hold
500
– – 0.03% 113
2025
Q1 		$59.7K Hold
500
– – 0.04% 87
2024
Q4 		$58K Hold
500
– – 0.03% 91
2024
Q3 		$67.5K Hold
500
– – 0.05% 87
2024
Q2 		$67.8K Hold
500
– – 0.05% 97
2024
Q1 		$64.6K Hold
500
– – 0.05% 95
2023
Q4 		$57.2K Buy
+500
New +$49.9K 0.05% 106

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advantage Trust Company's XYL Position: Q3 2025 in Review

Advantage Trust Company sold out of Xylem (XYL) in Q3 2025, closing a stake of 500 shares — an estimated $64.7K sold.

Advantage Trust Company first reported a position in XYL in Q4 2023 and held it in 7 quarters. The position peaked at $67.8K in Q2 2024. 1,083 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

  • Advantage Trust Company reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
  • Advantage Trust Company sold 500 Xylem shares in Q3 2025, an estimated $64.7K.
  • Advantage Trust Company first reported a position in Xylem in Q4 2023 and held it in 7 quarters.
  • Advantage Trust Company's Xylem position peaked at $67.8K in Q2 2024.
  • 1,083 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Advantage Trust Company's 13F filing for Q3 2025, filed 3 Nov 2025.