Root Financial Partners
XYL icon

Root Financial Partners’s Xylem XYL Stock Holding History

Root Financial 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
Q3 		$51.7K Buy
+511
New +$58.5K ﹤0.01% 1067
2026
Q2 		– Sell
-324
Closed -$38.7K – 3240
2026
Q1 		$38.7K Sell
324
-18
-5% -$2.36K ﹤0.01% 992
2025
Q4 		$46.5K Buy
342
+33
+11% +$4.75K ﹤0.01% 744
2025
Q3 		$45.5K Buy
+309
New +$42.9K ﹤0.01% 701

Other funds holding XYL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Root Financial Partners's XYL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Xylem (XYL) in Q3 2026: 511 shares worth $51.7K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in XYL as recently as Q1 2026.

Root Financial Partners first reported a position in XYL in Q3 2025 and has held it in 4 quarters since. 737 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Root Financial Partners held 511 shares of Xylem worth $51.7K as of Q3 2026.
  • Xylem was a new Root Financial Partners position in Q3 2026.
  • Xylem made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1067 holding.
  • Root Financial Partners first reported a position in Xylem in Q3 2025 and has held it in 4 quarters since.
  • 737 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.