Avion Wealth’s Xylem XYL Stock Holding History

Avion Wealth’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
2026 Q1	$4K	Buy	38 +8	+27%	+$1.05K	﹤0.01%	743
2025 Q4	$4K	Sell	30 -6	-17%	-$863	﹤0.01%	751
2025 Q3	$5K	Buy	36 +6	+20%	+$832	﹤0.01%	675
2025 Q2	$3K	Sell	30 -1	-3%	-$121	﹤0.01%	766
2025 Q1	$3K	Hold	31	–	–	﹤0.01%	684
2024 Q4	$3K	Sell	31 -10	-24%	-$1.26K	﹤0.01%	681
2024 Q3	$5K	Buy	41 +1	+3%	+$134	﹤0.01%	544
2024 Q2	$5K	Buy	40 +11	+38%	+$1.5K	﹤0.01%	482
2024 Q1	$4K	Buy	29 +12	+71%	+$1.45K	﹤0.01%	532
2023 Q4	$2K	Buy	17 +10	+143%	+$998	﹤0.01%	643
2023 Q3	$0	Buy	+7	New	+$722	﹤0.01%	1244
2023 Q2	–	Sell	-4	Closed	–	–	1073
2023 Q1	$0	Buy	+4	New	+$418	﹤0.01%	810

Other funds holding XYL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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