Atria Investments’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 | $1.86M | Sell |
15,732
-3,440
| -18% | -$397K | 0.02% | 793 |
|
|
2026
Q1 | $2.29M | Buy |
19,172
+305
| +2% | +$40K | 0.03% | 652 |
|
|
2025
Q4 | $2.57M | Sell |
18,867
-530
| -3% | -$76.2K | 0.03% | 617 |
|
|
2025
Q3 | $2.86M | Buy |
19,397
+1,523
| +9% | +$211K | 0.03% | 584 |
|
|
2025
Q2 | $2.31M | Sell |
17,874
-5,170
| -22% | -$626K | 0.03% | 669 |
|
|
2025
Q1 | $2.75M | Sell |
23,044
-12,570
| -35% | -$1.56M | 0.04% | 575 |
|
|
2024
Q4 | $4.13M | Sell |
35,614
-1,169
| -3% | -$148K | 0.05% | 415 |
|
|
2024
Q3 | $4.97M | Buy |
36,783
+1,216
| +3% | +$163K | 0.06% | 351 |
|
|
2024
Q2 | $4.82M | Sell |
35,567
-1,182
| -3% | -$161K | 0.06% | 345 |
|
|
2024
Q1 | $4.75M | Sell |
36,749
-4,308
| -10% | -$521K | 0.07% | 349 |
|
|
2023
Q4 | $4.7M | Buy |
41,057
+6,204
| +18% | +$619K | 0.07% | 313 |
|
|
2023
Q3 | $3.17M | Buy |
34,853
+3,062
| +10% | +$316K | 0.06% | 413 |
|
|
2023
Q2 | $3.58M | Buy |
31,791
+1,343
| +4% | +$142K | 0.06% | 362 |
|
|
2023
Q1 | $3.19M | Buy |
30,448
+877
| +3% | +$91.6K | 0.06% | 378 |
|
|
2022
Q4 | $3.27M | Sell |
29,571
-871
| -3% | -$91.3K | 0.07% | 361 |
|
|
2022
Q3 | $2.66M | Buy |
30,442
+4,374
| +17% | +$398K | 0.06% | 396 |
|
|
2022
Q2 | $2.04M | Buy |
26,068
+3,126
| +14% | +$258K | 0.04% | 503 |
|
|
2022
Q1 | $1.96M | Buy |
22,942
+2,607
| +13% | +$250K | 0.03% | 580 |
|
|
2021
Q4 | $2.44M | Buy |
20,335
+963
| +5% | +$120K | 0.04% | 485 |
|
|
2021
Q3 | $2.4M | Buy |
19,372
+2,256
| +13% | +$290K | 0.04% | 448 |
|
|
2021
Q2 | $2.05M | Buy |
17,116
+3,711
| +28% | +$424K | 0.04% | 493 |
|
|
2021
Q1 | $1.41M | Sell |
13,405
-591
| -4% | -$59.9K | 0.03% | 580 |
|
|
2020
Q4 | $1.43M | Buy |
13,996
+613
| +5% | +$57.6K | 0.03% | 540 |
|
|
2020
Q3 | $1.13M | Sell |
13,383
-6,625
| -33% | -$516K | 0.03% | 524 |
|
|
2020
Q2 | $1.3M | Buy |
20,008
+990
| +5% | +$65.3K | 0.04% | 427 |
|
|
2020
Q1 | $1.24M | Buy |
19,018
+9,179
| +93% | +$723K | 0.1% | 201 |
|
|
2019
Q4 | $775K | Buy |
9,839
+1,991
| +25% | +$155K | 0.02% | 623 |
|
|
2019
Q3 | $625K | Buy |
7,848
+1,681
| +27% | +$132K | 0.02% | 534 |
|
|
2019
Q2 | $466K | Buy |
6,167
+3,072
| +99% | +$245K | 0.02% | 607 |
|
|
2019
Q1 | $245K | Sell |
3,095
-1,660
| -35% | -$121K | 0.01% | 789 |
|
|
2018
Q4 | $317K | Sell |
4,755
-189
| -4% | -$13.1K | 0.01% | 637 |
|
|
2018
Q3 | $395K | Sell |
4,944
-3,524
| -42% | -$263K | 0.02% | 672 |
|
|
2018
Q2 | $571K | Buy |
+8,468
| New | +$615K | 0.03% | 526 |
|
Other funds holding XYL
Atria Investments's XYL Position: Q2 2026 in Review
Atria Investments reduced its Xylem (XYL) stake by 18% in Q2 2026, selling an estimated $397K and leaving 15,732 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #793.
Atria Investments first reported a position in XYL in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.97M in Q3 2024. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.
- Atria Investments held 15,732 shares of Xylem worth $1.86M as of Q2 2026.
- Atria Investments sold 3,440 Xylem shares in Q2 2026, an estimated $397K.
- Xylem made up 0.02% of Atria Investments's portfolio in Q2 2026, its #793 holding.
- Atria Investments first reported a position in Xylem in Q2 2018 and has held it in 33 quarters since.
- Atria Investments's Xylem position peaked at $4.97M in Q3 2024.
- 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.