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

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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Impax Asset Management Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return