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Aptus Capital Advisors’s Xylem XYL Stock Holding History

Aptus Capital 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 		$261K Buy
2,210
+192
+10% +$22.2K ﹤0.01% 1001
2026
Q1 		$241K Sell
2,018
-1,088
-35% -$143K ﹤0.01% 947
2025
Q4 		$423K Buy
3,106
+124
+4% +$17.8K ﹤0.01% 786
2025
Q3 		$440K Sell
2,982
-2,044
-41% -$283K ﹤0.01% 734
2025
Q2 		$650K Buy
5,026
+2,618
+109% +$317K 0.01% 623
2025
Q1 		$288K Sell
2,408
-77
-3% -$9.54K ﹤0.01% 777
2024
Q4 		$288K Buy
2,485
+734
+42% +$92.8K ﹤0.01% 779
2024
Q3 		$236K Buy
1,751
+50
+3% +$6.69K ﹤0.01% 722
2024
Q2 		$231K Buy
+1,701
New +$231K ﹤0.01% 701

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

Aptus Capital Advisors's XYL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Xylem (XYL) stake by 9.5% in Q2 2026, buying an estimated $22.2K and bringing the position to 2,210 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Aptus Capital Advisors first reported a position in XYL in Q2 2024 and has held it in 9 quarters since. The position peaked at $650K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Aptus Capital Advisors held 2,210 shares of Xylem worth $261K as of Q2 2026.
  • Aptus Capital Advisors bought 192 Xylem shares in Q2 2026, an estimated $22.2K.
  • Xylem made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1001 holding.
  • Aptus Capital Advisors first reported a position in Xylem in Q2 2024 and has held it in 9 quarters since.
  • Aptus Capital Advisors's Xylem position peaked at $650K in Q2 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.