Aptus Capital Advisors
XYL icon

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
Q3 		$204K Sell
2,016
-194
-9% -$22.2K ﹤0.01% 1090
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% -$9.5K ﹤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% 724
2024
Q2 		$231K Buy
+1,701
New +$231K ﹤0.01% 701

Other funds holding XYL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Aptus Capital Advisors's XYL Position: Q3 2026 in Review

Aptus Capital Advisors reduced its Xylem (XYL) stake by 8.8% in Q3 2026, selling an estimated $22.2K and leaving 2,016 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Aptus Capital Advisors first reported a position in XYL in Q2 2024 and has held it in 10 quarters since. The position peaked at $650K in Q2 2025. 906 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Aptus Capital Advisors held 2,016 shares of Xylem worth $204K as of Q3 2026.
  • Aptus Capital Advisors sold 194 Xylem shares in Q3 2026, an estimated $22.2K.
  • Xylem made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1090 holding.
  • Aptus Capital Advisors first reported a position in Xylem in Q2 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's Xylem position peaked at $650K in Q2 2025.
  • 906 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.