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Marcum Wealth’s Xylem XYL Stock Holding History

Marcum Wealth’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 		$211K Buy
1,768
+16
+0.9% +$1.98K 0.02% 357
2024
Q4 		$203K Sell
1,752
-7
-0.4% -$885 0.02% 361
2024
Q3 		$238K Hold
1,759
– – 0.02% 332
2024
Q2 		$239K Buy
1,759
+15
+0.9% +$2.04K 0.02% 311
2024
Q1 		$225K Buy
+1,744
New +$211K 0.02% 317

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
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

Marcum Wealth's XYL Position: Q1 2025 in Review

Marcum Wealth increased its Xylem (XYL) stake by 0.91% in Q1 2025, buying an estimated $1.98K and bringing the position to 1,768 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #357.

Marcum Wealth first reported a position in XYL in Q1 2024 and has held it in 5 quarters since. The position peaked at $239K in Q2 2024. 1,027 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Marcum Wealth held 1,768 shares of Xylem worth $211K as of Q1 2025.
  • Marcum Wealth bought 16 Xylem shares in Q1 2025, an estimated $1.98K.
  • Xylem made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #357 holding.
  • Marcum Wealth first reported a position in Xylem in Q1 2024 and has held it in 5 quarters since.
  • Marcum Wealth's Xylem position peaked at $239K in Q2 2024.
  • 1,027 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.