Spurstone Advisory Services’s Xylem XYL Stock Holding History

Spurstone Advisory Services’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 Q3	–	Sell	-110	Closed	-$14.2K	–	153
2025 Q2	$14.2K	Buy	+110	New	+$13.3K	0.22%	58

Other funds holding XYL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spurstone Advisory Services's XYL Position: Q3 2025 in Review

Spurstone Advisory Services sold out of Xylem (XYL) in Q3 2025, closing a stake of 110 shares — an estimated $14.2K sold.

Spurstone Advisory Services first reported a position in XYL in Q2 2025 and held it in 1 quarter. The position peaked at $14.2K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold XYL as of Q3 2025.

Spurstone Advisory Services reported no remaining Xylem position as of Q3 2025 after selling out during the quarter.
Spurstone Advisory Services sold 110 Xylem shares in Q3 2025, an estimated $14.2K.
Spurstone Advisory Services first reported a position in Xylem in Q2 2025 and held it in 1 quarter.
Spurstone Advisory Services's Xylem position peaked at $14.2K in Q2 2025.
1,085 funds tracked by Wall St. Rank held Xylem as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.