Optimize Financial’s Xylem XYL Stock Holding History

Optimize Financial’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	-1,673	Closed	-$216K	–	444
2025 Q2	$216K	Sell	1,673 -12	-0.7%	-$1.45K	0.13%	206
2025 Q1	$201K	Buy	+1,685	New	+$209K	0.15%	199

Other funds holding XYL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's XYL Position: Q3 2025 in Review

Optimize Financial sold out of Xylem (XYL) in Q3 2025, closing a stake of 1,673 shares — an estimated $216K sold.

Optimize Financial first reported a position in XYL in Q1 2025 and held it in 2 quarters. The position peaked at $216K in Q2 2025. 1,083 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

Optimize Financial reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 1,673 Xylem shares in Q3 2025, an estimated $216K.
Optimize Financial first reported a position in Xylem in Q1 2025 and held it in 2 quarters.
Optimize Financial's Xylem position peaked at $216K in Q2 2025.
1,083 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.