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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Xylem XYL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-180
Closed -$20.9K – 522
2024
Q4 		$20.9K Sell
180
-273
-60% -$34.5K 0.01% 333
2024
Q3 		$61.2K Hold
453
– – 0.03% 202
2024
Q2 		$61.5K Buy
453
+179
+65% +$24.4K 0.04% 189
2024
Q1 		$35.5K Buy
+274
New +$33.1K 0.02% 219

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XYL Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Xylem (XYL) in Q1 2025, closing a stake of 180 shares — an estimated $20.9K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XYL in Q1 2024 and held it in 4 quarters. The position peaked at $61.5K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 180 Xylem shares in Q1 2025, an estimated $20.9K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Xylem in Q1 2024 and held it in 4 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Xylem position peaked at $61.5K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.