American Trust Investment Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Hold
2,470
– – 0.14% 68
2026
Q1
$295K Buy
2,470
+715
+41% +$93.8K 0.16% 64
2025
Q4
$239K Buy
1,755
+185
+12% +$26.6K 0.13% 74
2025
Q3
$232K Buy
+1,570
New +$218K 0.12% 72

Other funds holding XYL

American Trust Investment Advisors's XYL Position: Q2 2026 in Review

American Trust Investment Advisors held its Xylem (XYL) position steady in Q2 2026 at 2,470 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #68.

American Trust Investment Advisors first reported a position in XYL in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q1 2026. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • American Trust Investment Advisors held 2,470 shares of Xylem worth $292K as of Q2 2026.
  • American Trust Investment Advisors left its Xylem share count unchanged in Q2 2026.
  • Xylem made up 0.14% of American Trust Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • American Trust Investment Advisors first reported a position in Xylem in Q3 2025 and has held it in 4 quarters since.
  • American Trust Investment Advisors's Xylem position peaked at $295K in Q1 2026.
  • 1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.