Annis Gardner Whiting Capital 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
Sell
-79
Closed -$9.44K 1282
2026
Q1
$9.44K Sell
79
-7
-8% -$918 ﹤0.01% 876
2025
Q4
$11.7K Sell
86
-1
-1% -$144 ﹤0.01% 746
2025
Q3
$12.8K Buy
87
+6
+7% +$832 ﹤0.01% 664
2025
Q2
$10.5K Hold
81
﹤0.01% 704
2025
Q1
$9.68K Hold
81
﹤0.01% 543
2024
Q4
$9.4K Sell
81
-18
-18% -$2.28K ﹤0.01% 539
2024
Q3
$13.4K Sell
99
-63
-39% -$8.43K ﹤0.01% 514
2024
Q2
$22K Buy
162
+62
+62% +$8.44K 0.01% 551
2024
Q1
$12.9K Buy
100
+2
+2% +$242 ﹤0.01% 635
2023
Q4
$11.2K Sell
98
-57
-37% -$5.69K 0.01% 466
2023
Q3
$14.1K Buy
+155
New +$16K 0.01% 432

Other funds holding XYL

Annis Gardner Whiting Capital Advisors's XYL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Xylem (XYL) in Q2 2026, closing a stake of 79 shares — an estimated $9.44K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XYL in Q3 2023 and held it in 11 quarters. The position peaked at $22K in Q2 2024. 1,090 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 79 Xylem shares in Q2 2026, an estimated $9.44K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Xylem in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Xylem position peaked at $22K in Q2 2024.
  • 1,090 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.