Avantax Advisory Services’s Xylem XYL Stock Holding History

Avantax Advisory Services’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	$739K	Buy	5,713 +2,664	+87%	+$323K	﹤0.01%	1344
2025 Q1	$364K	Buy	3,049 +680	+29%	+$84.3K	﹤0.01%	1703
2024 Q4	$275K	Sell	2,369 -60	-2%	-$7.59K	﹤0.01%	1839
2024 Q3	$328K	Buy	2,429 +489	+25%	+$65.4K	﹤0.01%	1690
2024 Q2	$263K	Buy	+1,940	New	+$264K	﹤0.01%	1783
2022 Q1	–	Sell	-1,815	Closed	-$218K	–	1368
2021 Q4	$218K	Buy	1,815 +143	+9%	+$17.7K	﹤0.01%	1136
2021 Q3	$207K	Hold	1,672	–	–	﹤0.01%	1104
2021 Q2	$201K	Buy	+1,672	New	+$191K	﹤0.01%	1081
2020 Q2	–	Sell	-3,953	Closed	-$257K	–	902
2020 Q1	$257K	Sell	3,953 -103	-3%	-$8.12K	0.01%	639
2019 Q4	$319K	Buy	4,056 +532	+15%	+$41.4K	0.01%	609
2019 Q3	$282K	Buy	+3,524	New	+$277K	0.01%	453

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 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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's XYL Position: Q2 2025 in Review

Avantax Advisory Services increased its Xylem (XYL) stake by 87% in Q2 2025, buying an estimated $323K and bringing the position to 5,713 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Avantax Advisory Services first reported a position in XYL in Q3 2019 and has held it in 11 quarters since. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

Avantax Advisory Services held 5,713 shares of Xylem worth $739K as of Q2 2025.
Avantax Advisory Services bought 2,664 Xylem shares in Q2 2025, an estimated $323K.
Xylem made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1344 holding.
Avantax Advisory Services first reported a position in Xylem in Q3 2019 and has held it in 11 quarters since.
1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.