Ascent Wealth Partners’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 |
-15,310
| Closed | -$1.83M | – | 204 |
|
|
2026
Q1 | $1.83M | Buy |
15,310
+736
| +5% | +$96.5K | 0.21% | 95 |
|
|
2025
Q4 | $1.98M | Buy |
14,574
+189
| +1% | +$27.2K | 0.23% | 86 |
|
|
2025
Q3 | $2.12M | Buy |
14,385
+87
| +0.6% | +$12.1K | 0.25% | 81 |
|
|
2025
Q2 | $1.85M | Buy |
14,298
+69
| +0.5% | +$8.36K | 0.23% | 89 |
|
|
2025
Q1 | $1.7M | Buy |
14,229
+101
| +0.7% | +$12.5K | 0.23% | 92 |
|
|
2024
Q4 | $1.64M | Sell |
14,128
-25
| -0.2% | -$3.16K | 0.22% | 81 |
|
|
2024
Q3 | $1.91M | Buy |
14,153
+48
| +0.3% | +$6.42K | 0.27% | 77 |
|
|
2024
Q2 | $1.91M | Buy |
14,105
+178
| +1% | +$24.2K | 0.28% | 72 |
|
|
2024
Q1 | $1.8M | Sell |
13,927
-87
| -0.6% | -$10.5K | 0.27% | 74 |
|
|
2023
Q4 | $1.6M | Buy |
14,014
+318
| +2% | +$31.7K | 0.26% | 74 |
|
|
2023
Q3 | $1.25M | Sell |
13,696
-22
| -0.2% | -$2.27K | 0.23% | 86 |
|
|
2023
Q2 | $1.5M | Buy |
13,718
+534
| +4% | +$56.5K | 0.26% | 78 |
|
|
2023
Q1 | $1.38M | Buy |
13,184
+205
| +2% | +$21.4K | 0.28% | 78 |
|
|
2022
Q4 | $1.44M | Sell |
12,979
-116
| -0.9% | -$12.2K | 0.31% | 72 |
|
|
2022
Q3 | $1.14M | Sell |
13,095
-522
| -4% | -$47.4K | 0.27% | 80 |
|
|
2022
Q2 | $1.08M | Buy |
+13,617
| New | +$1.12M | 0.24% | 83 |
|
|
2020
Q2 | – | Sell |
-5,321
| Closed | -$347K | – | 117 |
|
|
2020
Q1 | $347K | Hold |
5,321
| – | – | 0.13% | 86 |
|
|
2019
Q4 | $419K | Hold |
5,321
| – | – | 0.12% | 88 |
|
|
2019
Q3 | $424K | Hold |
5,321
| – | – | 0.13% | 87 |
|
|
2019
Q2 | $445K | Hold |
5,321
| – | – | 0.14% | 86 |
|
|
2019
Q1 | $421K | Hold |
5,321
| – | – | 0.14% | 87 |
|
|
2018
Q4 | $355K | Hold |
5,321
| – | – | 0.14% | 91 |
|
|
2018
Q3 | $425K | Hold |
5,321
| – | – | 0.14% | 95 |
|
|
2018
Q2 | $359K | Hold |
5,321
| – | – | 0.13% | 97 |
|
|
2018
Q1 | $409K | Hold |
5,321
| – | – | 0.15% | 94 |
|
|
2017
Q4 | $363K | Hold |
5,321
| – | – | 0.14% | 99 |
|
|
2017
Q3 | $333K | Hold |
5,321
| – | – | 0.13% | 99 |
|
|
2017
Q2 | $295K | Hold |
5,321
| – | – | 0.13% | 98 |
|
|
2017
Q1 | $267K | Hold |
5,321
| – | – | 0.12% | 104 |
|
|
2016
Q4 | $263K | Hold |
5,321
| – | – | 0.13% | 103 |
|
|
2016
Q3 | $279K | Hold |
5,321
| – | – | 0.14% | 99 |
|
|
2016
Q2 | $238K | Hold |
5,321
| – | – | 0.12% | 102 |
|
|
2016
Q1 | $218K | Buy |
+5,321
| New | +$196K | 0.12% | 104 |
|
|
2015
Q1 | – | Sell |
-5,321
| Closed | -$203K | – | 118 |
|
|
2014
Q4 | $203K | Buy |
+5,321
| New | +$195K | 0.12% | 110 |
|
|
2014
Q3 | – | Sell |
-5,321
| Closed | -$208K | – | 110 |
|
|
2014
Q2 | $208K | Buy |
+5,321
| New | +$199K | 0.13% | 102 |
|
|
2014
Q1 | – | Sell |
-5,996
| Closed | -$207K | – | 104 |
|
|
2013
Q4 | $207K | Buy |
+5,996
| New | +$193K | 0.15% | 97 |
|
Other funds holding XYL
Ascent Wealth Partners's XYL Position: Q2 2026 in Review
Ascent Wealth Partners sold out of Xylem (XYL) in Q2 2026, closing a stake of 15,310 shares — an estimated $1.83M sold.
Ascent Wealth Partners first reported a position in XYL in Q4 2013 and held it in 36 quarters. The position peaked at $2.12M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.
- Ascent Wealth Partners reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
- Ascent Wealth Partners sold 15,310 Xylem shares in Q2 2026, an estimated $1.83M.
- Ascent Wealth Partners first reported a position in Xylem in Q4 2013 and held it in 36 quarters.
- Ascent Wealth Partners's Xylem position peaked at $2.12M in Q3 2025.
- 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.
Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.