Family Management’s Xylem XYL Stock Holding History

Family 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 Q4	–	Sell	-2,660	Closed	-$392K	–	324
2025 Q3	$392K	Hold	2,660	–	–	0.05%	139
2025 Q2	$344K	Hold	2,660	–	–	0.05%	144
2025 Q1	$318K	Hold	2,660	–	–	0.05%	138
2024 Q4	$309K	Hold	2,660	–	–	0.05%	135
2024 Q3	$359K	Hold	2,660	–	–	0.06%	126
2024 Q2	$361K	Hold	2,660	–	–	0.06%	115
2024 Q1	$344K	Hold	2,660	–	–	0.06%	116
2023 Q4	$304K	Hold	2,660	–	–	0.06%	108
2023 Q3	$242K	Hold	2,660	–	–	0.06%	114
2023 Q2	$300K	Hold	2,660	–	–	0.07%	110
2023 Q1	$279K	Hold	2,660	–	–	0.06%	99
2022 Q4	$294K	Hold	2,660	–	–	0.07%	109
2022 Q3	$232K	Hold	2,660	–	–	0.06%	121
2022 Q2	$208K	Hold	2,660	–	–	0.06%	140
2022 Q1	$227K	Hold	2,660	–	–	0.06%	145
2021 Q4	$319K	Hold	2,660	–	–	0.08%	128
2021 Q3	$329K	Hold	2,660	–	–	0.09%	127
2021 Q2	$319K	Buy	+2,660	New	+$304K	0.08%	136
2020 Q1	–	Sell	-2,660	Closed	-$210K	–	201
2019 Q4	$210K	Hold	2,660	–	–	0.07%	145
2019 Q3	$212K	Sell	2,660 -200	-7%	-$15.7K	0.08%	130
2019 Q2	$239K	Hold	2,860	–	–	0.09%	116
2019 Q1	$226K	Buy	+2,860	New	+$209K	0.1%	115
2018 Q4	–	Sell	-2,660	Closed	-$212K	–	134
2018 Q3	$212K	Buy	+2,660	New	+$199K	0.12%	58
2018 Q2	–	Sell	-2,660	Closed	-$205K	–	83
2018 Q1	$205K	Buy	+2,660	New	+$197K	0.15%	54

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Management's XYL Position: Q4 2025 in Review

Family Management sold out of Xylem (XYL) in Q4 2025, closing a stake of 2,660 shares — an estimated $392K sold.

Family Management first reported a position in XYL in Q1 2018 and held it in 24 quarters. The position peaked at $392K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

Family Management reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
Family Management sold 2,660 Xylem shares in Q4 2025, an estimated $392K.
Family Management first reported a position in Xylem in Q1 2018 and held it in 24 quarters.
Family Management's Xylem position peaked at $392K in Q3 2025.
1,133 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.