Allegheny Financial Group’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-3,145
Closed -$428K – 299
2025
Q4
$428K Hold
3,145
– – 0.06% 162
2025
Q3
$464K Hold
3,145
– – 0.09% 146
2025
Q2
$407K Buy
3,145
+2
+0.1% +$242 0.09% 156
2025
Q1
$376K Hold
3,143
– – 0.1% 155
2024
Q4
$365K Sell
3,143
-1
-0% -$126 0.09% 161
2024
Q3
$425K Buy
3,144
+206
+7% +$27.6K 0.1% 160
2024
Q2
$398K Buy
+2,938
New +$400K 0.11% 151

Other funds holding XYL

Allegheny Financial Group's XYL Position: Q1 2026 in Review

Allegheny Financial Group sold out of Xylem (XYL) in Q1 2026, closing a stake of 3,145 shares — an estimated $428K sold.

Allegheny Financial Group first reported a position in XYL in Q2 2024 and held it in 7 quarters. The position peaked at $464K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Allegheny Financial Group reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Allegheny Financial Group sold 3,145 Xylem shares in Q1 2026, an estimated $428K.
  • Allegheny Financial Group first reported a position in Xylem in Q2 2024 and held it in 7 quarters.
  • Allegheny Financial Group's Xylem position peaked at $464K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.