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Grey Fox Wealth Advisors’s Xylem XYL Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-232
Closed -$34.2K – 624
2025
Q3 		$34.2K Buy
+232
New +$32.2K 0.01% 295
2023
Q2 		– Sell
-295
Closed -$30.9K – 538
2023
Q1 		$30.9K Buy
295
+39
+15% +$4.07K 0.02% 229
2022
Q4 		$28.3K Buy
+256
New +$26.8K 0.02% 209

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

Grey Fox Wealth Advisors's XYL Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Xylem (XYL) in Q4 2025, closing a stake of 232 shares — an estimated $34.2K sold.

Grey Fox Wealth Advisors first reported a position in XYL in Q4 2022 and held it in 3 quarters. The position peaked at $34.2K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 232 Xylem shares in Q4 2025, an estimated $34.2K.
  • Grey Fox Wealth Advisors first reported a position in Xylem in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Xylem position peaked at $34.2K in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.