Values First Advisors’s Xylem XYL Stock Holding History

Values First 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 Q4	–	Sell	-1,378	Closed	-$203K	–	195
2025 Q3	$203K	Buy	+1,378	New	+$191K	0.11%	155
2023 Q2	–	Sell	-1	Closed	-$60	–	349
2023 Q1	$60	Buy	+1	New	+$104	﹤0.01%	351
2020 Q3	–	Sell	-6,455	Closed	-$419K	–	147
2020 Q2	$419K	Sell	6,455 -433	-6%	-$28.6K	0.41%	83
2020 Q1	$449K	Buy	6,888 +755	+12%	+$59.5K	0.54%	60
2019 Q4	$483K	Buy	+6,133	New	+$477K	0.47%	71

Other funds holding XYL

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

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

Values First Advisors's XYL Position: Q4 2025 in Review

Values First Advisors sold out of Xylem (XYL) in Q4 2025, closing a stake of 1,378 shares — an estimated $203K sold.

Values First Advisors first reported a position in XYL in Q4 2019 and held it in 5 quarters. The position peaked at $483K in Q4 2019. 1,130 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

Values First Advisors reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
Values First Advisors sold 1,378 Xylem shares in Q4 2025, an estimated $203K.
Values First Advisors first reported a position in Xylem in Q4 2019 and held it in 5 quarters.
Values First Advisors's Xylem position peaked at $483K in Q4 2019.
1,130 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Values First Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.