Pin Oak Investment Advisors’s Xylem XYL Stock Holding History

Pin Oak Investment Advisors’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	-259	Closed	-$31K	–	483
2025 Q1	$31K	Hold	259	–	–	0.02%	228
2024 Q4	$35K	Hold	259	–	–	0.03%	219
2024 Q3	$34K	Hold	259	–	–	0.03%	221
2024 Q2	$35K	Hold	259	–	–	0.03%	209
2024 Q1	$33K	Hold	259	–	–	0.03%	214
2023 Q4	$30K	Hold	259	–	–	0.03%	222
2023 Q3	$24K	Hold	259	–	–	0.03%	233
2023 Q2	$29K	Hold	259	–	–	0.03%	211
2023 Q1	$27K	Hold	259	–	–	0.03%	206
2022 Q4	$29K	Hold	259	–	–	0.04%	186
2022 Q3	$23K	Hold	259	–	–	0.03%	203
2022 Q2	$20K	Hold	259	–	–	0.02%	239
2022 Q1	$22K	Hold	259	–	–	0.02%	254
2021 Q4	$31K	Hold	259	–	–	0.03%	215
2021 Q3	$32K	Hold	259	–	–	0.04%	207
2021 Q2	$31K	Hold	259	–	–	0.03%	202
2021 Q1	$27K	Hold	259	–	–	0.02%	224
2020 Q4	$26K	Hold	259	–	–	0.02%	238
2020 Q3	$22K	Hold	259	–	–	0.02%	228
2020 Q2	$17K	Hold	259	–	–	0.02%	245
2020 Q1	$17K	Buy	+259	New	+$20.4K	0.02%	238

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

Pin Oak Investment Advisors's XYL Position: Q2 2025 in Review

Pin Oak Investment Advisors sold out of Xylem (XYL) in Q2 2025, closing a stake of 259 shares — an estimated $31K sold.

Pin Oak Investment Advisors first reported a position in XYL in Q1 2020 and held it in 21 quarters. The position peaked at $35K in Q4 2024. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

Pin Oak Investment Advisors reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
Pin Oak Investment Advisors sold 259 Xylem shares in Q2 2025, an estimated $31K.
Pin Oak Investment Advisors first reported a position in Xylem in Q1 2020 and held it in 21 quarters.
Pin Oak Investment Advisors's Xylem position peaked at $35K in Q4 2024.
1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.