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Westbourne Investment Advisors’s Xylem XYL Stock Holding History

Westbourne Investment 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
-1,465
Closed -$216K – 121
2025
Q3 		$216K Sell
1,465
-90
-6% -$12.5K 0.06% 109
2025
Q2 		$201K Buy
+1,555
New +$188K 0.06% 105
2019
Q3 		– Sell
-2,725
Closed -$228K – 98
2019
Q2 		$228K Sell
2,725
-805
-23% -$64.1K 0.18% 85
2019
Q1 		$279K Sell
3,530
-380
-10% -$27.7K 0.21% 80
2018
Q4 		$261K Sell
3,910
-650
-14% -$45K 0.22% 79
2018
Q3 		$364K Sell
4,560
-325
-7% -$24.3K 0.26% 75
2018
Q2 		$329K Buy
4,885
+170
+4% +$12.3K 0.28% 75
2018
Q1 		$363K Sell
4,715
-1,020
-18% -$75.4K 0.29% 82
2017
Q4 		$391K Sell
5,735
-345
-6% -$22.9K 0.3% 78
2017
Q3 		$381K Sell
6,080
-40
-0.7% -$2.39K 0.3% 74
2017
Q2 		$339K Buy
+6,120
New +$319K 0.28% 79

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
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

Westbourne Investment Advisors's XYL Position: Q4 2025 in Review

Westbourne Investment Advisors sold out of Xylem (XYL) in Q4 2025, closing a stake of 1,465 shares — an estimated $216K sold.

Westbourne Investment Advisors first reported a position in XYL in Q2 2017 and held it in 11 quarters. The position peaked at $391K in Q4 2017. 1,135 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

  • Westbourne Investment Advisors reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,465 Xylem shares in Q4 2025, an estimated $216K.
  • Westbourne Investment Advisors first reported a position in Xylem in Q2 2017 and held it in 11 quarters.
  • Westbourne Investment Advisors's Xylem position peaked at $391K in Q4 2017.
  • 1,135 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on Westbourne Investment Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.