Osterweis Capital Management’s Xylem XYL Stock Holding History

Osterweis Capital Management’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 Q2	–	Sell	-5	Closed	-$597	–	427
2025 Q1	$597	Buy	+5	New	+$620	﹤0.01%	279

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

Amundi Paris, France $367B AUM 31.23% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Osterweis Capital Management's XYL Position: Q2 2025 in Review

Osterweis Capital Management sold out of Xylem (XYL) in Q2 2025, closing a stake of 5 shares — an estimated $597 sold.

Osterweis Capital Management first reported a position in XYL in Q1 2025 and held it in 1 quarter. The position peaked at $597 in Q1 2025. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

Osterweis Capital Management reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
Osterweis Capital Management sold 5 Xylem shares in Q2 2025, an estimated $597.
Osterweis Capital Management first reported a position in Xylem in Q1 2025 and held it in 1 quarter.
Osterweis Capital Management's Xylem position peaked at $597 in Q1 2025.
1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Osterweis Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.