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Valeo Financial Advisors’s Xylem XYL Stock Holding History

Valeo Financial 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
-1,888
Closed -$226K – 823
2025
Q1 		$226K Buy
1,888
+33
+2% +$4.09K 0.01% 612
2024
Q4 		$215K Buy
1,855
+23
+1% +$2.91K 0.01% 644
2024
Q3 		$247K Buy
1,832
+24
+1% +$3.21K 0.01% 590
2024
Q2 		$245K Buy
+1,808
New +$246K 0.01% 553
2021
Q2 		– Sell
-449
Closed -$47K – 1869
2021
Q1 		$47K Sell
449
-184
-29% -$18.7K ﹤0.01% 900
2020
Q4 		$64K Buy
633
+210
+50% +$19.7K ﹤0.01% 697
2020
Q3 		$36K Sell
423
-48
-10% -$3.74K ﹤0.01% 759
2020
Q2 		$31K Buy
471
+90
+24% +$5.94K ﹤0.01% 913
2020
Q1 		$26K Sell
381
-39
-9% -$3.07K ﹤0.01% 821
2019
Q4 		$33K Hold
420
– – ﹤0.01% 787
2019
Q3 		$33K Buy
420
+350
+500% +$27.5K ﹤0.01% 718
2019
Q2 		$6K Sell
70
-60
-46% -$4.78K ﹤0.01% 1175
2019
Q1 		$10K Hold
130
– – ﹤0.01% 976
2018
Q4 		$9K Sell
130
-69
-35% -$4.77K ﹤0.01% 922
2018
Q3 		$13K Buy
199
+69
+53% +$5.15K ﹤0.01% 898
2018
Q2 		$10K Buy
130
+70
+117% +$5.08K ﹤0.01% 948
2018
Q1 		$5K Hold
60
– – ﹤0.01% 1161
2017
Q4 		$4K Buy
+60
New +$3.98K ﹤0.01% 1088

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

Valeo Financial Advisors's XYL Position: Q2 2025 in Review

Valeo Financial Advisors sold out of Xylem (XYL) in Q2 2025, closing a stake of 1,888 shares — an estimated $226K sold.

Valeo Financial Advisors first reported a position in XYL in Q4 2017 and held it in 18 quarters. The position peaked at $247K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold XYL as of Q2 2025.

  • Valeo Financial Advisors reported no remaining Xylem position as of Q2 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,888 Xylem shares in Q2 2025, an estimated $226K.
  • Valeo Financial Advisors first reported a position in Xylem in Q4 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Xylem position peaked at $247K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Xylem as of Q2 2025.

Based on Valeo Financial Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.