Summit Financial’s Xylem XYL Stock Holding History

Summit Financial’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	-1,887	Closed	-$225K	–	837
2025 Q1	$225K	Sell	1,887 -3,933	-68%	-$487K	0.01%	670
2024 Q4	$675K	Buy	+5,820	New	+$736K	0.02%	390

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

Summit Financial's XYL Position: Q2 2025 in Review

Summit Financial sold out of Xylem (XYL) in Q2 2025, closing a stake of 1,887 shares — an estimated $225K sold.

Summit Financial first reported a position in XYL in Q4 2024 and held it in 2 quarters. The position peaked at $675K in Q4 2024. 1,063 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

Summit Financial reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
Summit Financial sold 1,887 Xylem shares in Q2 2025, an estimated $225K.
Summit Financial first reported a position in Xylem in Q4 2024 and held it in 2 quarters.
Summit Financial's Xylem position peaked at $675K in Q4 2024.
1,063 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.