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Orion Portfolio Solutions’s Xylem XYL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$963K Buy
8,058
+402
+5% +$49.8K 0.01% 1104
2024
Q4 		$888K Buy
7,656
+2,770
+57% +$350K 0.01% 1119
2024
Q3 		$660K Buy
4,886
+20
+0.4% +$2.68K 0.01% 1225
2024
Q2 		$660K Buy
4,866
+1,743
+56% +$237K 0.01% 1174
2024
Q1 		$404K Buy
3,123
+716
+30% +$86.5K ﹤0.01% 1360
2023
Q4 		$272K Buy
+2,407
New +$240K ﹤0.01% 1444
2023
Q3 		– Sell
-16,567
Closed -$1.87M – 1690
2023
Q2 		$1.87M Buy
16,567
+3,611
+28% +$382K 0.02% 687
2023
Q1 		$1.36M Buy
+12,956
New +$1.35M 0.02% 754
2020
Q3 		– Sell
-642
Closed -$42K – 2096
2020
Q2 		$42K Buy
642
+70
+12% +$4.62K ﹤0.01% 751
2020
Q1 		$37K Sell
572
-108
-16% -$8.51K ﹤0.01% 665
2019
Q4 		$54K Buy
+680
New +$52.9K ﹤0.01% 542

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's XYL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Xylem (XYL) stake by 5.3% in Q1 2025, buying an estimated $49.8K and bringing the position to 8,058 shares worth $963K. The position accounts for 0.01% of the portfolio, ranked #1104.

Orion Portfolio Solutions first reported a position in XYL in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.87M in Q2 2023. 1,026 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Orion Portfolio Solutions held 8,058 shares of Xylem worth $963K as of Q1 2025.
  • Orion Portfolio Solutions bought 402 Xylem shares in Q1 2025, an estimated $49.8K.
  • Xylem made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1104 holding.
  • Orion Portfolio Solutions first reported a position in Xylem in Q4 2019 and has held it in 11 quarters since.
  • Orion Portfolio Solutions's Xylem position peaked at $1.87M in Q2 2023.
  • 1,026 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.