Iron Horse Wealth Management’s Xylem XYL Stock Holding History

Iron Horse Wealth 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 Q1	–	Sell	-18	Closed	-$2.09K	–	648
2024 Q4	$2.09K	Hold	18	–	–	﹤0.01%	392
2024 Q3	$2.43K	Hold	18	–	–	﹤0.01%	366
2024 Q2	$2.44K	Hold	18	–	–	﹤0.01%	344
2024 Q1	$2.33K	Hold	18	–	–	﹤0.01%	334
2023 Q4	$2.06K	Hold	18	–	–	﹤0.01%	361
2023 Q3	$1.64K	Hold	18	–	–	﹤0.01%	388
2023 Q2	$2.03K	Hold	18	–	–	﹤0.01%	230
2023 Q1	$1.89K	Buy	+18	New	+$1.88K	﹤0.01%	272

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Iron Horse Wealth Management's XYL Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Xylem (XYL) in Q1 2025, closing a stake of 18 shares — an estimated $2.09K sold.

Iron Horse Wealth Management first reported a position in XYL in Q1 2023 and held it in 8 quarters. The position peaked at $2.44K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

Iron Horse Wealth Management reported no remaining Xylem position as of Q1 2025 after selling out during the quarter.
Iron Horse Wealth Management sold 18 Xylem shares in Q1 2025, an estimated $2.09K.
Iron Horse Wealth Management first reported a position in Xylem in Q1 2023 and held it in 8 quarters.
Iron Horse Wealth Management's Xylem position peaked at $2.44K in Q2 2024.
1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.