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Mount Yale Investment Advisors’s Xylem XYL Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-510
Closed -$66K – 1630
2025
Q2 		$66K Buy
+510
New +$61.8K 0.01% 740
2020
Q2 		– Sell
-6,601
Closed -$430K – 367
2020
Q1 		$430K Buy
6,601
+692
+12% +$54.5K 0.1% 204
2019
Q4 		$483K Buy
5,909
+194
+3% +$15.1K 0.08% 207
2019
Q3 		$438K Sell
5,715
-139
-2% -$10.9K 0.08% 215
2019
Q2 		$445K Buy
5,854
+56
+1% +$4.46K 0.08% 211
2019
Q1 		$458K Sell
5,798
-298
-5% -$21.7K 0.09% 192
2018
Q4 		$435K Sell
6,096
-83
-1% -$5.74K 0.09% 205
2018
Q3 		$442K Sell
6,179
-47
-0.8% -$3.51K 0.08% 198
2018
Q2 		$420K Buy
6,226
+5,928
+1,989% +$430K 0.08% 204
2018
Q1 		$23K Buy
+298
New +$22K ﹤0.01% 746

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
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

Mount Yale Investment Advisors's XYL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Xylem (XYL) in Q3 2025, closing a stake of 510 shares — an estimated $66K sold.

Mount Yale Investment Advisors first reported a position in XYL in Q1 2018 and held it in 10 quarters. The position peaked at $483K in Q4 2019. 1,085 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 510 Xylem shares in Q3 2025, an estimated $66K.
  • Mount Yale Investment Advisors first reported a position in Xylem in Q1 2018 and held it in 10 quarters.
  • Mount Yale Investment Advisors's Xylem position peaked at $483K in Q4 2019.
  • 1,085 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.