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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
Q2 		$256K Buy
2,164
+1
+0% +$115 0.12% 87
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Ridgecrest Wealth Partners's XYL Position: Q2 2026 in Review

Ridgecrest Wealth Partners increased its Xylem (XYL) stake by 0.05% in Q2 2026, buying an estimated $115 and bringing the position to 2,164 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #87.

Ridgecrest Wealth Partners first reported a position in XYL in Q2 2021 and has held it in 13 quarters since. The position peaked at $319K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Ridgecrest Wealth Partners held 2,164 shares of Xylem worth $256K as of Q2 2026.
  • Ridgecrest Wealth Partners bought 1 Xylem share in Q2 2026, an estimated $115.
  • Xylem made up 0.12% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Ridgecrest Wealth Partners first reported a position in Xylem in Q2 2021 and has held it in 13 quarters since.
  • Ridgecrest Wealth Partners's Xylem position peaked at $319K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.