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Terra Alpha Investments’s Xylem XYL Stock Holding History

Terra Alpha Investments’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
Q4 		$4.61M Sell
33,817
-774
-2% -$111K 4.71% 7
2025
Q3 		$5.1M Sell
34,591
-2,412
-7% -$335K 5.2% 6
2025
Q2 		$4.79M Sell
37,003
-238
-0.6% -$28.8K 4.98% 9
2025
Q1 		$4.45M Buy
37,241
+3,993
+12% +$495K 4.83% 6
2024
Q4 		$3.86M Buy
+33,248
New +$4.2M 3.91% 12

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Terra Alpha Investments's XYL Position: Q4 2025 in Review

Terra Alpha Investments reduced its Xylem (XYL) stake by 2.2% in Q4 2025, selling an estimated $111K and leaving 33,817 shares worth $4.61M. The position accounts for 4.71% of the portfolio, ranked #7.

Terra Alpha Investments first reported a position in XYL in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.1M in Q3 2025. 1,133 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

  • Terra Alpha Investments held 33,817 shares of Xylem worth $4.61M as of Q4 2025.
  • Terra Alpha Investments sold 774 Xylem shares in Q4 2025, an estimated $111K.
  • Xylem made up 4.71% of Terra Alpha Investments's portfolio in Q4 2025, its #7 holding.
  • Terra Alpha Investments first reported a position in Xylem in Q4 2024 and has held it in 5 quarters since.
  • Terra Alpha Investments's Xylem position peaked at $5.1M in Q3 2025.
  • 1,133 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Terra Alpha Investments's 13F filing for Q4 2025, filed 5 Feb 2026.