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Capital Asset Advisory Services’s Xylem XYL Stock Holding History

Capital Asset 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 		– Sell
-2,170
Closed -$258K – 304
2025
Q1 		$258K Sell
2,170
-476
-18% -$59K 0.01% 239
2024
Q4 		$310K Buy
2,646
+641
+32% +$81K 0.02% 246
2024
Q3 		$269K Sell
2,005
-84
-4% -$11.2K 0.01% 264
2024
Q2 		$279K Sell
2,089
-32
-2% -$4.35K 0.02% 259
2024
Q1 		$272K Sell
2,121
-1,259
-37% -$152K 0.02% 259
2023
Q4 		$387K Sell
3,380
-1,195
-26% -$119K 0.02% 215
2023
Q3 		$423K Sell
4,575
-472
-9% -$48.7K 0.03% 208
2023
Q2 		$552K Sell
5,047
-52
-1% -$5.5K 0.04% 191
2023
Q1 		$534K Sell
5,099
-698
-12% -$72.9K 0.04% 201
2022
Q4 		$653K Sell
5,797
-1,353
-19% -$142K 0.05% 169
2022
Q3 		$625K Sell
7,150
-2,353
-25% -$214K 0.08% 141
2022
Q2 		$743K Buy
9,503
+905
+11% +$74.7K 0.08% 180
2022
Q1 		$733K Buy
8,598
+3,080
+56% +$295K 0.08% 190
2021
Q4 		$662K Buy
5,518
+1,583
+40% +$196K 0.07% 208
2021
Q3 		$487K Buy
+3,935
New +$506K 0.05% 265
2021
Q1 		– Sell
-857
Closed -$87K – 1529
2020
Q4 		$87K Buy
+857
New +$80.6K 0.02% 491

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

Capital Asset Advisory Services's XYL Position: Q2 2025 in Review

Capital Asset Advisory Services sold out of Xylem (XYL) in Q2 2025, closing a stake of 2,170 shares — an estimated $258K sold.

Capital Asset Advisory Services first reported a position in XYL in Q4 2020 and held it in 16 quarters. The position peaked at $743K in Q2 2022. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Capital Asset Advisory Services reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,170 Xylem shares in Q2 2025, an estimated $258K.
  • Capital Asset Advisory Services first reported a position in Xylem in Q4 2020 and held it in 16 quarters.
  • Capital Asset Advisory Services's Xylem position peaked at $743K in Q2 2022.
  • 1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Capital Asset Advisory Services's 13F filing for Q2 2025, filed 7 Jul 2025.