Simon Quick Advisors’s Xylem XYL Stock Holding History

Simon Quick 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 Q2	–	Sell	-2,568	Closed	-$307K	–	660
2025 Q1	$307K	Buy	+2,568	New	+$318K	0.02%	437
2020 Q1	–	Sell	-27	Closed	-$2K	–	727
2019 Q4	$2K	Buy	+27	New	+$2.1K	﹤0.01%	626

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simon Quick Advisors's XYL Position: Q2 2025 in Review

Simon Quick Advisors sold out of Xylem (XYL) in Q2 2025, closing a stake of 2,568 shares — an estimated $307K sold.

Simon Quick Advisors first reported a position in XYL in Q4 2019 and held it in 2 quarters. The position peaked at $307K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

Simon Quick Advisors reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 2,568 Xylem shares in Q2 2025, an estimated $307K.
Simon Quick Advisors first reported a position in Xylem in Q4 2019 and held it in 2 quarters.
Simon Quick Advisors's Xylem position peaked at $307K in Q1 2025.
1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.