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Legacy Wealth Management (Idaho)’s Xylem XYL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-23
Closed -$2.75K – 873
2025
Q1 		$2.75K Buy
+23
New +$2.85K ﹤0.01% 492

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

Legacy Wealth Management (Idaho)'s XYL Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Xylem (XYL) in Q2 2025, closing a stake of 23 shares — an estimated $2.75K sold.

Legacy Wealth Management (Idaho) first reported a position in XYL in Q1 2025 and held it in 1 quarter. The position peaked at $2.75K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 23 Xylem shares in Q2 2025, an estimated $2.75K.
  • Legacy Wealth Management (Idaho) first reported a position in Xylem in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Xylem position peaked at $2.75K in Q1 2025.
  • 1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.