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Financial Gravity Companies’s Xylem XYL Stock Holding History

Financial Gravity Companies’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 		$44.5K Buy
+344
New +$41.7K 0.01% 318
2024
Q4 		$39.9K Buy
+344
New +$43.5K 0.01% 322

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

Financial Gravity Companies's XYL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xylem (XYL) in Q2 2025: 344 shares worth $44.5K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XYL as recently as Q4 2024.

Financial Gravity Companies first reported a position in XYL in Q4 2024 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Financial Gravity Companies held 344 shares of Xylem worth $44.5K as of Q2 2025.
  • Xylem was a new Financial Gravity Companies position in Q2 2025.
  • Xylem made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #318 holding.
  • Financial Gravity Companies first reported a position in Xylem in Q4 2024 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.