Avalon Trust’s Xylem XYL Stock Holding History

Avalon Trust’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 Q2	$35.5K	Hold	300	–	–	﹤0.01%	319
2026 Q1	$35.9K	Hold	300	–	–	﹤0.01%	319
2025 Q4	$40.9K	Hold	300	–	–	﹤0.01%	300
2025 Q3	$44.3K	Hold	300	–	–	﹤0.01%	333
2025 Q2	$38.8K	Hold	300	–	–	﹤0.01%	280
2025 Q1	$35.8K	Hold	300	–	–	﹤0.01%	288
2024 Q4	$34.8K	Hold	300	–	–	﹤0.01%	255
2024 Q3	$40.5K	Hold	300	–	–	﹤0.01%	232
2024 Q2	$40.7K	Hold	300	–	–	﹤0.01%	226
2024 Q1	$38.8K	Hold	300	–	–	﹤0.01%	237
2023 Q4	$34.3K	Hold	300	–	–	﹤0.01%	233
2023 Q3	$27.3K	Hold	300	–	–	﹤0.01%	215
2023 Q2	$33.8K	Hold	300	–	–	﹤0.01%	223
2023 Q1	$31.4K	Buy	+300	New	+$31.3K	﹤0.01%	222

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Avalon Trust's XYL Position: Q2 2026 in Review

Avalon Trust held its Xylem (XYL) position steady in Q2 2026 at 300 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Avalon Trust first reported a position in XYL in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.3K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Avalon Trust held 300 shares of Xylem worth $35.5K as of Q2 2026.
Avalon Trust left its Xylem share count unchanged in Q2 2026.
Xylem made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #319 holding.
Avalon Trust first reported a position in Xylem in Q1 2023 and has held it in 14 quarters since.
Avalon Trust's Xylem position peaked at $44.3K in Q3 2025.
1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.