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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
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

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

Root Financial Partners's XYL Position: Q2 2026 in Review

Root Financial Partners sold out of Xylem (XYL) in Q2 2026, closing a stake of 324 shares — an estimated $38.7K sold.

Root Financial Partners first reported a position in XYL in Q3 2025 and held it in 3 quarters. The position peaked at $46.5K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Root Financial Partners reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 324 Xylem shares in Q2 2026, an estimated $38.7K.
  • Root Financial Partners first reported a position in Xylem in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Xylem position peaked at $46.5K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.