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Marshall & Sterling Wealth Advisors’s Xylem XYL Stock Holding History

Marshall & Sterling 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
-330
Closed -$48.7K – 642
2025
Q3 		$48.7K Hold
330
– – 0.03% 177
2025
Q2 		$42.7K Hold
330
– – 0.03% 183
2025
Q1 		$39.4K Buy
+330
New +$40.9K 0.03% 184

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 $3.37T AUM 44.26% 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

Marshall & Sterling Wealth Advisors's XYL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Xylem (XYL) in Q4 2025, closing a stake of 330 shares — an estimated $48.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in XYL in Q1 2025 and held it in 3 quarters. The position peaked at $48.7K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 330 Xylem shares in Q4 2025, an estimated $48.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Xylem in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Xylem position peaked at $48.7K in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.