Axxcess Wealth Management’s Xylem XYL Stock Holding History

Axxcess Wealth Management’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	$478K	Buy	+4,044	New	+$467K	0.01%	731
2026 Q1	–	Sell	-3,953	Closed	-$538K	–	1024
2025 Q4	$538K	Buy	+3,953	New	+$569K	0.01%	680
2025 Q2	–	Sell	-2,177	Closed	-$260K	–	930
2025 Q1	$260K	Sell	2,177 -2,884	-57%	-$357K	0.01%	730
2024 Q4	$587K	Buy	5,061 +641	+15%	+$81K	0.01%	507
2024 Q3	$597K	Sell	4,420 -89	-2%	-$11.9K	0.01%	512
2024 Q2	$612K	Sell	4,509 -272	-6%	-$37K	0.02%	482
2024 Q1	$618K	Sell	4,781 -1,259	-21%	-$152K	0.02%	486
2023 Q4	$691K	Sell	6,040 -841	-12%	-$83.9K	0.02%	434
2023 Q3	$626K	Buy	6,881 +4,692	+214%	+$484K	0.02%	416
2023 Q2	$247K	Buy	+2,189	New	+$231K	0.02%	508
2022 Q1	–	Sell	-7,196	Closed	-$863K	–	715
2021 Q4	$863K	Buy	+7,196	New	+$893K	0.06%	242

Other funds holding XYL

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AAB

ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Xylem (XYL) in Q2 2026: 4,044 shares worth $478K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XYL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XYL in Q4 2021 and has held it in 11 quarters since. The position peaked at $863K in Q4 2021. 550 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Axxcess Wealth Management held 4,044 shares of Xylem worth $478K as of Q2 2026.
Xylem was a new Axxcess Wealth Management position in Q2 2026.
Xylem made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #731 holding.
Axxcess Wealth Management first reported a position in Xylem in Q4 2021 and has held it in 11 quarters since.
Axxcess Wealth Management's Xylem position peaked at $863K in Q4 2021.
550 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.