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Montag & Associates’s Xylem XYL Stock Holding History

Montag & Associates’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
-51
Closed -$6.09K – 1032
2025
Q1 		$6.09K Hold
51
– – ﹤0.01% 829
2024
Q4 		$5.92K Hold
51
– – ﹤0.01% 828
2024
Q3 		$6.89K Hold
51
– – ﹤0.01% 847
2024
Q2 		$6.92K Hold
51
– – ﹤0.01% 799
2024
Q1 		$6.59K Hold
51
– – ﹤0.01% 798
2023
Q4 		$5.83K Hold
51
– – ﹤0.01% 816
2023
Q3 		$4.64K Hold
51
– – ﹤0.01% 808
2023
Q2 		$5.74K Buy
51
+3
+6% +$317 ﹤0.01% 812
2023
Q1 		$5.03K Hold
48
– – ﹤0.01% 816
2022
Q4 		$5.31K Buy
+48
New +$5.03K ﹤0.01% 811

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

Montag & Associates's XYL Position: Q2 2025 in Review

Montag & Associates sold out of Xylem (XYL) in Q2 2025, closing a stake of 51 shares — an estimated $6.09K sold.

Montag & Associates first reported a position in XYL in Q4 2022 and held it in 10 quarters. The position peaked at $6.92K in Q2 2024. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Montag & Associates reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 51 Xylem shares in Q2 2025, an estimated $6.09K.
  • Montag & Associates first reported a position in Xylem in Q4 2022 and held it in 10 quarters.
  • Montag & Associates's Xylem position peaked at $6.92K in Q2 2024.
  • 1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.