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Birch Hill Investment Advisors’s Xylem XYL Stock Holding History

Birch Hill Investment Advisors’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
-2,555
Closed -$331K – 203
2025
Q2 		$331K Sell
2,555
-320
-11% -$38.8K 0.01% 162
2025
Q1 		$343K Buy
2,875
+242
+9% +$30K 0.02% 156
2024
Q4 		$305K Buy
2,633
+258
+11% +$32.6K 0.01% 160
2024
Q3 		$321K Sell
2,375
-200
-8% -$26.8K 0.02% 151
2024
Q2 		$349K Sell
2,575
-250
-9% -$34K 0.02% 144
2024
Q1 		$365K Hold
2,825
– – 0.02% 140
2023
Q4 		$323K Buy
2,825
+225
+9% +$22.5K 0.02% 134
2023
Q3 		$237K Hold
2,600
– – 0.01% 145
2023
Q2 		$293K Hold
2,600
– – 0.02% 136
2023
Q1 		$272K Sell
2,600
-281
-10% -$29.3K 0.02% 137
2022
Q4 		$319K Buy
2,881
+281
+11% +$29.5K 0.02% 132
2022
Q3 		$227K Hold
2,600
– – 0.02% 138
2022
Q2 		$203K Sell
2,600
-150
-5% -$12.4K 0.01% 151
2022
Q1 		$234K Hold
2,750
– – 0.01% 154
2021
Q4 		$330K Sell
2,750
-125
-4% -$15.5K 0.02% 142
2021
Q3 		$356K Hold
2,875
– – 0.02% 135
2021
Q2 		$345K Buy
2,875
+950
+49% +$108K 0.02% 132
2021
Q1 		$202K Buy
+1,925
New +$195K 0.01% 156

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

Birch Hill Investment Advisors's XYL Position: Q3 2025 in Review

Birch Hill Investment Advisors sold out of Xylem (XYL) in Q3 2025, closing a stake of 2,555 shares — an estimated $331K sold.

Birch Hill Investment Advisors first reported a position in XYL in Q1 2021 and held it in 18 quarters. The position peaked at $365K in Q1 2024. 1,083 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

  • Birch Hill Investment Advisors reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 2,555 Xylem shares in Q3 2025, an estimated $331K.
  • Birch Hill Investment Advisors first reported a position in Xylem in Q1 2021 and held it in 18 quarters.
  • Birch Hill Investment Advisors's Xylem position peaked at $365K in Q1 2024.
  • 1,083 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.