EA
XYL icon

Everpar Advisors’s Xylem XYL Stock Holding History

Everpar 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
Q2 		– Sell
-3,064
Closed -$366K – 276
2025
Q1 		$366K Buy
3,064
+80
+3% +$9.91K 0.19% 146
2024
Q4 		$346K Sell
2,984
-126
-4% -$15.9K 0.17% 162
2024
Q3 		$420K Sell
3,110
-935
-23% -$125K 0.22% 143
2024
Q2 		$549K Buy
4,045
+13
+0.3% +$1.77K 0.27% 108
2024
Q1 		$521K Sell
4,032
-3,412
-46% -$412K 0.32% 96
2023
Q4 		$851K Buy
+7,444
New +$743K 0.4% 88

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

Everpar Advisors's XYL Position: Q2 2025 in Review

Everpar Advisors sold out of Xylem (XYL) in Q2 2025, closing a stake of 3,064 shares — an estimated $366K sold.

Everpar Advisors first reported a position in XYL in Q4 2023 and held it in 6 quarters. The position peaked at $851K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Everpar Advisors reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
  • Everpar Advisors sold 3,064 Xylem shares in Q2 2025, an estimated $366K.
  • Everpar Advisors first reported a position in Xylem in Q4 2023 and held it in 6 quarters.
  • Everpar Advisors's Xylem position peaked at $851K in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Everpar Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.