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Atria Wealth Solutions’s Xylem XYL Stock Holding History

Atria Wealth Solutions’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
Q2 		$616K Sell
4,763
-2,655
-36% -$322K 0.01% 829
2025
Q1 		$886K Buy
+7,418
New +$919K 0.01% 935
2024
Q4 		– Sell
-1,903
Closed -$257K – 2106
2024
Q3 		$257K Sell
1,903
-1,960
-51% -$262K ﹤0.01% 1605
2024
Q2 		$524K Sell
3,863
-301
-7% -$41K 0.01% 1214
2024
Q1 		$538K Sell
4,164
-441
-10% -$53.3K 0.01% 1223
2023
Q4 		$527K Buy
4,605
+196
+4% +$19.6K 0.01% 1182
2023
Q3 		$401K Buy
4,409
+101
+2% +$10.4K 0.01% 1243
2023
Q2 		$485K Sell
4,308
-269
-6% -$28.4K 0.01% 1176
2023
Q1 		$479K Sell
4,577
-45
-1% -$4.7K 0.01% 1162
2022
Q4 		$511K Sell
4,622
-28
-0.6% -$2.94K 0.01% 1064
2022
Q3 		$406K Sell
4,650
-331
-7% -$30.1K 0.01% 1144
2022
Q2 		$389K Buy
4,981
+1,070
+27% +$88.3K 0.01% 1084
2022
Q1 		$333K Buy
+3,911
New +$375K 0.01% 1266

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's XYL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Xylem (XYL) stake by 36% in Q2 2025, selling an estimated $322K and leaving 4,763 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #829.

Atria Wealth Solutions first reported a position in XYL in Q1 2022 and has held it in 13 quarters since. The position peaked at $886K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Atria Wealth Solutions held 4,763 shares of Xylem worth $616K as of Q2 2025.
  • Atria Wealth Solutions sold 2,655 Xylem shares in Q2 2025, an estimated $322K.
  • Xylem made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #829 holding.
  • Atria Wealth Solutions first reported a position in Xylem in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Xylem position peaked at $886K in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.