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Rise Advisors’s Xylem XYL Stock Holding History

Rise 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
Q4 		– Sell
-143
Closed -$21K – 1463
2025
Q3 		$21K Buy
143
+5
+4% +$693 0.01% 543
2025
Q2 		$17.9K Hold
138
– – 0.01% 603
2025
Q1 		$16.5K Buy
138
+3
+2% +$372 0.01% 626
2024
Q4 		$15.7K Hold
135
– – 0.01% 798
2024
Q3 		$18.2K Hold
135
– – 0.01% 752
2024
Q2 		$18.3K Buy
135
+11
+9% +$1.5K 0.01% 691
2024
Q1 		$16.1K Buy
+124
New +$15K 0.01% 817

Other funds holding XYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's XYL Position: Q4 2025 in Review

Rise Advisors sold out of Xylem (XYL) in Q4 2025, closing a stake of 143 shares — an estimated $21K sold.

Rise Advisors first reported a position in XYL in Q1 2024 and held it in 7 quarters. The position peaked at $21K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

  • Rise Advisors reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 143 Xylem shares in Q4 2025, an estimated $21K.
  • Rise Advisors first reported a position in Xylem in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Xylem position peaked at $21K in Q3 2025.
  • 1,135 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.