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Addison Advisors’s Xylem XYL Stock Holding History

Addison 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
2026
Q2 		$21.4K Sell
181
-1,389
-88% -$160K 0.01% 329
2026
Q1 		$188K Sell
1,570
-88
-5% -$11.5K 0.04% 232
2025
Q4 		$226K Sell
1,658
-16
-1% -$2.3K 0.05% 201
2025
Q3 		$247K Sell
1,674
-79
-5% -$11K 0.06% 195
2025
Q2 		$227K Buy
1,753
+248
+16% +$30K 0.06% 200
2025
Q1 		$180K Buy
1,505
+46
+3% +$5.7K 0.05% 222
2024
Q4 		$169K Sell
1,459
-32
-2% -$4.05K 0.05% 227
2024
Q3 		$201K Buy
1,491
+5
+0.3% +$669 0.06% 210
2024
Q2 		$202K Buy
1,486
+82
+6% +$11.2K 0.07% 194
2024
Q1 		$181K Sell
1,404
-42
-3% -$5.08K 0.06% 200
2023
Q4 		$165K Buy
1,446
+111
+8% +$11.1K 0.06% 202
2023
Q3 		$122K Buy
1,335
+46
+4% +$4.74K 0.06% 221
2023
Q2 		$145K Sell
1,289
-43
-3% -$4.55K 0.07% 191
2023
Q1 		$139K Buy
1,332
+87
+7% +$9.09K 0.08% 179
2022
Q4 		$138K Buy
1,245
+282
+29% +$29.6K 0.08% 164
2022
Q3 		$84K Buy
963
+423
+78% +$38.4K 0.05% 212
2022
Q2 		$42K Sell
540
-86
-14% -$7.1K 0.03% 279
2022
Q1 		$53K Buy
626
+621
+12,420% +$59.5K 0.03% 281
2021
Q4 		$1K Buy
+5
New +$621 ﹤0.01% 652

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Addison Advisors's XYL Position: Q2 2026 in Review

Addison Advisors reduced its Xylem (XYL) stake by 88% in Q2 2026, selling an estimated $160K and leaving 181 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Addison Advisors first reported a position in XYL in Q4 2021 and has held it in 19 quarters since. The position peaked at $247K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Addison Advisors held 181 shares of Xylem worth $21.4K as of Q2 2026.
  • Addison Advisors sold 1,389 Xylem shares in Q2 2026, an estimated $160K.
  • Xylem made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #329 holding.
  • Addison Advisors first reported a position in Xylem in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Xylem position peaked at $247K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.