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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 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 New York $1.66T AUM 25.57% 1-Year Est. Return