NewSquare Capital’s Xylem XYL Stock Holding History

NewSquare Capital’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	-298	Closed	-$38.5K	–	1267
2025 Q2	$38.5K	Sell	298 -37	-11%	-$4.48K	﹤0.01%	331
2025 Q1	$40K	Buy	335 +166	+98%	+$20.6K	﹤0.01%	259
2024 Q4	$19.6K	Buy	169 +3	+2%	+$379	﹤0.01%	232
2024 Q3	$22.4K	Hold	166	–	–	﹤0.01%	182
2024 Q2	$22.5K	Hold	166	–	–	﹤0.01%	186
2024 Q1	$21.5K	Hold	166	–	–	﹤0.01%	209
2023 Q4	$19K	Hold	166	–	–	﹤0.01%	231
2023 Q3	$15.1K	Hold	166	–	–	﹤0.01%	273
2023 Q2	$18.7K	Sell	166 -20	-11%	-$2.12K	﹤0.01%	258
2023 Q1	$19.5K	Buy	186 +20	+12%	+$2.09K	﹤0.01%	271
2022 Q4	$18.4K	Hold	166	–	–	﹤0.01%	232
2022 Q3	$15K	Sell	166 -666	-80%	-$60.5K	﹤0.01%	237
2022 Q2	$65K	Hold	832	–	–	0.01%	184
2022 Q1	$71K	Hold	832	–	–	0.01%	188
2021 Q4	$100K	Hold	832	–	–	0.01%	184
2021 Q3	$103K	Hold	832	–	–	0.01%	183
2021 Q2	$100K	Hold	832	–	–	0.01%	173
2021 Q1	$88K	Hold	832	–	–	0.01%	166
2020 Q4	$85K	Hold	832	–	–	0.01%	166
2020 Q3	$70K	Hold	832	–	–	0.01%	157
2020 Q2	$54K	Hold	832	–	–	0.01%	167
2020 Q1	$54K	Hold	832	–	–	0.01%	170
2019 Q4	$66K	Hold	832	–	–	0.01%	157
2019 Q3	$66K	Hold	832	–	–	0.01%	134
2019 Q2	$70K	Hold	832	–	–	0.01%	155
2019 Q1	$66K	Hold	832	–	–	0.01%	150
2018 Q4	$56K	Hold	832	–	–	0.01%	149
2018 Q3	$66K	Hold	832	–	–	0.01%	156
2018 Q2	$58K	Hold	832	–	–	0.01%	162
2018 Q1	$64K	Hold	832	–	–	0.01%	142
2017 Q4	$57K	Buy	+832	New	+$55.2K	0.01%	146

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's XYL Position: Q3 2025 in Review

NewSquare Capital sold out of Xylem (XYL) in Q3 2025, closing a stake of 298 shares — an estimated $38.5K sold.

NewSquare Capital first reported a position in XYL in Q4 2017 and held it in 31 quarters. The position peaked at $103K in Q3 2021. 1,085 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

NewSquare Capital reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 298 Xylem shares in Q3 2025, an estimated $38.5K.
NewSquare Capital first reported a position in Xylem in Q4 2017 and held it in 31 quarters.
NewSquare Capital's Xylem position peaked at $103K in Q3 2021.
1,085 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.