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Sheaff Brock Investment Advisors’s Xylem XYL Stock Holding History

Sheaff Brock Investment 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
Q1 		$377K Buy
3,154
+259
+9% +$32.1K 0.03% 296
2024
Q4 		$336K Buy
2,895
+160
+6% +$20.2K 0.03% 316
2024
Q3 		$369K Buy
2,735
+279
+11% +$37.3K 0.03% 302
2024
Q2 		$333K Buy
+2,456
New +$334K 0.03% 309

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's XYL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Xylem (XYL) stake by 8.9% in Q1 2025, buying an estimated $32.1K and bringing the position to 3,154 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #296.

Sheaff Brock Investment Advisors first reported a position in XYL in Q2 2024 and has held it in 4 quarters since. 1,027 funds tracked by Wall St. Rank hold XYL as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,154 shares of Xylem worth $377K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 259 Xylem shares in Q1 2025, an estimated $32.1K.
  • Xylem made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #296 holding.
  • Sheaff Brock Investment Advisors first reported a position in Xylem in Q2 2024 and has held it in 4 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Xylem as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.