Kerr Financial Planning’s Xylem XYL Stock Holding History

Kerr Financial Planning’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	-19	Closed	-$2.71K	–	564
2025 Q3	$2.71K	Buy	+19	New	+$2.63K	﹤0.01%	462

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 $3.38T AUM 44.17% 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

Kerr Financial Planning's XYL Position: Q4 2025 in Review

Kerr Financial Planning sold out of Xylem (XYL) in Q4 2025, closing a stake of 19 shares — an estimated $2.71K sold.

Kerr Financial Planning first reported a position in XYL in Q3 2025 and held it in 1 quarter. The position peaked at $2.71K in Q3 2025. 1,134 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

Kerr Financial Planning reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 19 Xylem shares in Q4 2025, an estimated $2.71K.
Kerr Financial Planning first reported a position in Xylem in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's Xylem position peaked at $2.71K in Q3 2025.
1,134 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.