Aries Wealth Management’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
$313K Sell
2,650
-150
-5% -$17.3K 0.06% 198
2026
Q1
$335K Hold
2,800
0.07% 179
2025
Q4
$381K Hold
2,800
0.08% 169
2025
Q3
$413K Hold
2,800
0.1% 159
2025
Q2
$362K Hold
2,800
0.09% 161
2025
Q1
$334K Buy
2,800
+842
+43% +$104K 0.09% 170
2024
Q4
$227K Hold
1,958
0.06% 202
2024
Q3
$264K Hold
1,958
0.07% 200
2024
Q2
$266K Hold
1,958
0.08% 171
2024
Q1
$253K Hold
1,958
0.08% 182
2023
Q4
$224K Buy
+1,958
New +$195K 0.08% 184
2023
Q3
Sell
-1,958
Closed -$221K 208
2023
Q2
$221K Buy
+1,958
New +$207K 0.09% 181
2019
Q3
Sell
-2,462
Closed -$204K 167
2019
Q2
$204K Sell
2,462
-128
-5% -$10.2K 0.14% 147
2019
Q1
$205K Buy
+2,590
New +$189K 0.15% 143

Other funds holding XYL

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

Aries Wealth Management reduced its Xylem (XYL) stake by 5.4% in Q2 2026, selling an estimated $17.3K and leaving 2,650 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #198.

Aries Wealth Management first reported a position in XYL in Q1 2019 and has held it in 14 quarters since. The position peaked at $413K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Aries Wealth Management held 2,650 shares of Xylem worth $313K as of Q2 2026.
  • Aries Wealth Management sold 150 Xylem shares in Q2 2026, an estimated $17.3K.
  • Xylem made up 0.06% of Aries Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Aries Wealth Management first reported a position in Xylem in Q1 2019 and has held it in 14 quarters since.
  • Aries Wealth Management's Xylem position peaked at $413K in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

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