NorthRock Partners’s Xylem XYL Stock Holding History

NorthRock Partners’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	-2,095	Closed	-$309K	–	923
2025 Q3	$309K	Buy	+2,095	New	+$291K	0.01%	687
2025 Q2	–	Sell	-1,753	Closed	-$209K	–	963
2025 Q1	$209K	Buy	+1,753	New	+$217K	0.01%	559

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

NorthRock Partners's XYL Position: Q4 2025 in Review

NorthRock Partners sold out of Xylem (XYL) in Q4 2025, closing a stake of 2,095 shares — an estimated $309K sold.

NorthRock Partners first reported a position in XYL in Q1 2025 and held it in 2 quarters. The position peaked at $309K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

NorthRock Partners reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 2,095 Xylem shares in Q4 2025, an estimated $309K.
NorthRock Partners first reported a position in Xylem in Q1 2025 and held it in 2 quarters.
NorthRock Partners's Xylem position peaked at $309K in Q3 2025.
1,133 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.