Perfromance Wealth Partners’s Xylem XYL Stock Holding History

Perfromance Wealth 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	-1,425	Closed	-$210K	–	215
2025 Q3	$210K	Buy	+1,425	New	+$198K	0.01%	197

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

Perfromance Wealth Partners's XYL Position: Q4 2025 in Review

Perfromance Wealth Partners sold out of Xylem (XYL) in Q4 2025, closing a stake of 1,425 shares — an estimated $210K sold.

Perfromance Wealth Partners first reported a position in XYL in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 1,133 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

Perfromance Wealth Partners reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 1,425 Xylem shares in Q4 2025, an estimated $210K.
Perfromance Wealth Partners first reported a position in Xylem in Q3 2025 and held it in 1 quarter.
Perfromance Wealth Partners's Xylem position peaked at $210K in Q3 2025.
1,133 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Perfromance Wealth Partners's 13F filing for Q4 2025, filed 21 Jan 2026.