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Congress Wealth Management’s Xylem XYL Stock Holding History

Congress Wealth Management’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 		$430K Sell
3,320
-5,738
-63% -$695K ﹤0.01% 970
2025
Q1 		$1.08M Sell
9,058
-298
-3% -$36.9K 0.01% 618
2024
Q4 		$1.09M Buy
9,356
+1,318
+16% +$167K 0.01% 507
2024
Q3 		$1.09M Buy
+8,038
New +$1.08M 0.01% 509

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's XYL Position: Q2 2025 in Review

Congress Wealth Management reduced its Xylem (XYL) stake by 63% in Q2 2025, selling an estimated $695K and leaving 3,320 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Congress Wealth Management first reported a position in XYL in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2024. 1,065 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Congress Wealth Management held 3,320 shares of Xylem worth $430K as of Q2 2025.
  • Congress Wealth Management sold 5,738 Xylem shares in Q2 2025, an estimated $695K.
  • Xylem made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #970 holding.
  • Congress Wealth Management first reported a position in Xylem in Q3 2024 and has held it in 4 quarters since.
  • Congress Wealth Management's Xylem position peaked at $1.09M in Q4 2024.
  • 1,065 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.