Ridgecrest Wealth Partners’s Xylem XYL Stock Holding History

Ridgecrest 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
2026 Q1	$259K	Hold	2,163	–	–	0.14%	81
2025 Q4	$295K	Buy	2,163 +1	+0%	+$144	0.16%	79
2025 Q3	$319K	Hold	2,162	–	–	0.14%	82
2025 Q2	$280K	Buy	2,162 +1	+0%	+$121	0.15%	87
2025 Q1	$258K	Buy	2,161 +172	+9%	+$21.3K	0.14%	94
2024 Q4	$231K	Sell	1,989 -31	-2%	-$3.92K	0.13%	94
2024 Q3	$273K	Buy	2,020 +503	+33%	+$67.3K	0.14%	90
2024 Q2	$206K	Buy	+1,517	New	+$206K	0.12%	98
2023 Q3	–	Sell	-1,800	Closed	-$203K	–	104
2023 Q2	$203K	Buy	+1,800	New	+$190K	0.13%	98
2022 Q1	–	Sell	-1,820	Closed	-$218K	–	124
2021 Q4	$218K	Hold	1,820	–	–	0.11%	111
2021 Q3	$225K	Hold	1,820	–	–	0.12%	105
2021 Q2	$218K	Buy	+1,820	New	+$208K	0.14%	99

Other funds holding XYL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Ridgecrest Wealth Partners's XYL Position: Q1 2026 in Review

Ridgecrest Wealth Partners held its Xylem (XYL) position steady in Q1 2026 at 2,163 shares worth $259K. The position accounts for 0.14% of the portfolio, ranked #81.

Ridgecrest Wealth Partners first reported a position in XYL in Q2 2021 and has held it in 12 quarters since. The position peaked at $319K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Ridgecrest Wealth Partners held 2,163 shares of Xylem worth $259K as of Q1 2026.
Ridgecrest Wealth Partners left its Xylem share count unchanged in Q1 2026.
Xylem made up 0.14% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #81 holding.
Ridgecrest Wealth Partners first reported a position in Xylem in Q2 2021 and has held it in 12 quarters since.
Ridgecrest Wealth Partners's Xylem position peaked at $319K in Q3 2025.
1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.