Cape Investment Advisory’s Xylem XYL Stock Holding History

Cape Investment Advisory’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	$20.7K	Buy	+175	New	+$20.2K	0.01%	697
2026 Q1	–	Sell	-175	Closed	-$23.8K	–	1245
2025 Q4	$23.8K	Buy	+175	New	+$25.2K	0.01%	575
2025 Q3	–	Sell	-175	Closed	-$22.6K	–	1209
2025 Q2	$22.6K	Sell	175 -1	-0.6%	-$121	0.01%	482
2025 Q1	$21K	Hold	176	–	–	0.01%	472
2024 Q4	$20.4K	Buy	176 +1	+0.6%	+$126	0.01%	475
2024 Q3	$23.6K	Hold	175	–	–	0.01%	431
2024 Q2	$23.7K	Hold	175	–	–	0.01%	404
2024 Q1	$22.6K	Sell	175 -15	-8%	-$1.81K	0.01%	424
2023 Q4	$21.7K	Buy	190 +15	+9%	+$1.5K	0.01%	516
2023 Q3	$15.9K	Hold	175	–	–	0.01%	479
2023 Q2	$19.7K	Hold	175	–	–	0.01%	437
2023 Q1	$18.3K	Buy	+175	New	+$18.3K	0.01%	433

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 $413B AUM 44.57% 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

Cape Investment Advisory's XYL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Xylem (XYL) in Q2 2026: 175 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XYL as recently as Q4 2025.

Cape Investment Advisory first reported a position in XYL in Q1 2023 and has held it in 12 quarters since. The position peaked at $23.8K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Cape Investment Advisory held 175 shares of Xylem worth $20.7K as of Q2 2026.
Xylem was a new Cape Investment Advisory position in Q2 2026.
Xylem made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #697 holding.
Cape Investment Advisory first reported a position in Xylem in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Xylem position peaked at $23.8K in Q4 2025.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.