Atlas Legacy Advisors’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
$544K Buy
4,601
+147
+3% +$17K 0.08% 136
2026
Q1
$532K Sell
4,454
-56
-1% -$7.34K 0.1% 126
2025
Q4
$614K Buy
4,510
+283
+7% +$40.7K 0.11% 123
2025
Q3
$623K Buy
4,227
+230
+6% +$31.9K 0.12% 113
2025
Q2
$517K Sell
3,997
-86
-2% -$10.4K 0.11% 113
2025
Q1
$495K Buy
4,083
+9
+0.2% +$1.11K 0.13% 106
2024
Q4
$473K Buy
+4,074
New +$515K 0.11% 109

Other funds holding XYL

Atlas Legacy Advisors's XYL Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Xylem (XYL) stake by 3.3% in Q2 2026, buying an estimated $17K and bringing the position to 4,601 shares worth $544K. The position accounts for 0.08% of the portfolio, ranked #136.

Atlas Legacy Advisors first reported a position in XYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $623K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Atlas Legacy Advisors held 4,601 shares of Xylem worth $544K as of Q2 2026.
  • Atlas Legacy Advisors bought 147 Xylem shares in Q2 2026, an estimated $17K.
  • Xylem made up 0.08% of Atlas Legacy Advisors's portfolio in Q2 2026, its #136 holding.
  • Atlas Legacy Advisors first reported a position in Xylem in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Xylem position peaked at $623K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.