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Canopy Partners’s Xylem XYL Stock Holding History

Canopy Partners’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 		– Sell
-2,615
Closed -$312K – 271
2026
Q1 		$312K Sell
2,615
-805
-24% -$106K 0.11% 163
2025
Q4 		$466K Sell
3,420
-184
-5% -$26.5K 0.15% 118
2025
Q3 		$532K Buy
3,604
+61
+2% +$8.46K 0.18% 102
2025
Q2 		$458K Buy
3,543
+63
+2% +$7.63K 0.17% 112
2025
Q1 		$416K Buy
3,480
+19
+0.5% +$2.35K 0.16% 112
2024
Q4 		$402K Buy
3,461
+713
+26% +$90.1K 0.15% 114
2024
Q3 		$371K Sell
2,748
-12
-0.4% -$1.6K 0.16% 117
2024
Q2 		$374K Buy
2,760
+281
+11% +$38.2K 0.17% 114
2024
Q1 		$320K Hold
2,479
– – 0.16% 123
2023
Q4 		$283K Buy
+2,479
New +$247K 0.17% 118

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Canopy Partners's XYL Position: Q2 2026 in Review

Canopy Partners sold out of Xylem (XYL) in Q2 2026, closing a stake of 2,615 shares — an estimated $312K sold.

Canopy Partners first reported a position in XYL in Q4 2023 and held it in 10 quarters. The position peaked at $532K in Q3 2025. 248 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Canopy Partners reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Canopy Partners sold 2,615 Xylem shares in Q2 2026, an estimated $312K.
  • Canopy Partners first reported a position in Xylem in Q4 2023 and held it in 10 quarters.
  • Canopy Partners's Xylem position peaked at $532K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.