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Beacon Pointe Advisors’s Xylem XYL Stock Holding History

Beacon Pointe Advisors’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
Q1 		$635K Buy
5,311
+1,715
+48% +$225K ﹤0.01% 1189
2025
Q4 		$490K Buy
3,596
+766
+27% +$110K ﹤0.01% 1084
2025
Q3 		$417K Sell
2,830
-1,376
-33% -$191K ﹤0.01% 1073
2025
Q2 		$544K Buy
4,206
+20
+0.5% +$2.42K 0.01% 861
2025
Q1 		$500K Buy
4,186
+39
+0.9% +$4.83K 0.01% 849
2024
Q4 		$481K Sell
4,147
-116
-3% -$14.7K 0.01% 846
2024
Q3 		$576K Sell
4,263
-1,623
-28% -$217K 0.01% 799
2024
Q2 		$798K Buy
5,886
+217
+4% +$29.5K 0.01% 706
2024
Q1 		$733K Buy
5,669
+570
+11% +$68.9K 0.01% 781
2023
Q4 		$583K Buy
5,099
+762
+18% +$76K 0.01% 848
2023
Q3 		$395K Buy
4,337
+830
+24% +$85.6K ﹤0.01% 962
2023
Q2 		$395K Sell
3,507
-355
-9% -$37.5K 0.01% 791
2023
Q1 		$404K Buy
3,862
+841
+28% +$87.8K 0.01% 825
2022
Q4 		$334K Buy
3,021
+317
+12% +$33.2K 0.01% 823
2022
Q3 		$236K Buy
+2,704
New +$246K 0.01% 875
2022
Q2 		– Sell
-23,221
Closed -$1.98M – 1235
2022
Q1 		$1.98M Buy
23,221
+20,749
+839% +$1.99M 0.03% 450
2021
Q4 		$296K Buy
+2,472
New +$307K 0.01% 736
2021
Q3 		– Sell
-2,338
Closed -$280K – 979
2021
Q2 		$280K Buy
+2,338
New +$267K 0.01% 685

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Beacon Pointe Advisors's XYL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Xylem (XYL) stake by 48% in Q1 2026, buying an estimated $225K and bringing the position to 5,311 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Beacon Pointe Advisors first reported a position in XYL in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q1 2022. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Beacon Pointe Advisors held 5,311 shares of Xylem worth $635K as of Q1 2026.
  • Beacon Pointe Advisors bought 1,715 Xylem shares in Q1 2026, an estimated $225K.
  • Xylem made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1189 holding.
  • Beacon Pointe Advisors first reported a position in Xylem in Q2 2021 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Xylem position peaked at $1.98M in Q1 2022.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.