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Aprio Wealth Management’s Xylem XYL Stock Holding History

Aprio Wealth Management’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 		$235K Sell
1,991
-815
-29% -$94.1K 0.01% 579
2026
Q1 		$335K Buy
2,806
+400
+17% +$52.5K 0.02% 455
2025
Q4 		$328K Buy
2,406
+118
+5% +$17K 0.02% 420
2025
Q3 		$338K Buy
2,288
+522
+30% +$72.4K 0.03% 303
2025
Q2 		$228K Buy
+1,766
New +$214K 0.03% 363

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 $413B AUM 44.57% 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

Aprio Wealth Management's XYL Position: Q2 2026 in Review

Aprio Wealth Management reduced its Xylem (XYL) stake by 29% in Q2 2026, selling an estimated $94.1K and leaving 1,991 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #579.

Aprio Wealth Management first reported a position in XYL in Q2 2025 and has held it in 5 quarters since. The position peaked at $338K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Aprio Wealth Management held 1,991 shares of Xylem worth $235K as of Q2 2026.
  • Aprio Wealth Management sold 815 Xylem shares in Q2 2026, an estimated $94.1K.
  • Xylem made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Aprio Wealth Management first reported a position in Xylem in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Xylem position peaked at $338K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.