CAPTRUST Financial Advisors’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.09M | Buy |
59,973
+10,201
| +20% | +$1.18M | 0.01% | 678 |
|
|
2026
Q1 | $5.95M | Buy |
49,772
+1,271
| +3% | +$167K | 0.01% | 702 |
|
|
2025
Q4 | $6.6M | Buy |
48,501
+1,433
| +3% | +$206K | 0.01% | 590 |
|
|
2025
Q3 | $6.94M | Sell |
47,068
-176
| -0.4% | -$24.4K | 0.01% | 553 |
|
|
2025
Q2 | $6.11M | Buy |
47,244
+2,379
| +5% | +$288K | 0.01% | 567 |
|
|
2025
Q1 | $5.36M | Buy |
44,865
+4,625
| +11% | +$573K | 0.01% | 568 |
|
|
2024
Q4 | $4.67M | Buy |
40,240
+1,122
| +3% | +$142K | 0.01% | 565 |
|
|
2024
Q3 | $5.28M | Sell |
39,118
-1,753
| -4% | -$235K | 0.02% | 523 |
|
|
2024
Q2 | $5.54M | Sell |
40,871
-433
| -1% | -$58.9K | 0.02% | 488 |
|
|
2024
Q1 | $5.34M | Sell |
41,304
-12,215
| -23% | -$1.48M | 0.02% | 476 |
|
|
2023
Q4 | $6.12M | Sell |
53,519
-3,178
| -6% | -$317K | 0.02% | 488 |
|
|
2023
Q3 | $5.16M | Buy |
56,697
+9,799
| +21% | +$1.01M | 0.02% | 506 |
|
|
2023
Q2 | $5.28M | Buy |
46,898
+8,909
| +23% | +$942K | 0.02% | 485 |
|
|
2023
Q1 | $3.98M | Sell |
37,989
-315
| -0.8% | -$32.9K | 0.02% | 525 |
|
|
2022
Q4 | $4.24M | Buy |
38,304
+211
| +0.6% | +$22.1K | 0.02% | 479 |
|
|
2022
Q3 | $3.33M | Sell |
38,093
-5,918
| -13% | -$538K | 0.02% | 516 |
|
|
2022
Q2 | $3.44M | Buy |
44,011
+5,479
| +14% | +$452K | 0.02% | 463 |
|
|
2022
Q1 | $3.29M | Buy |
38,532
+9,104
| +31% | +$872K | 0.02% | 465 |
|
|
2021
Q4 | $3.53M | Sell |
29,428
-1,410
| -5% | -$175K | 0.02% | 438 |
|
|
2021
Q3 | $3.81M | Buy |
30,838
+448
| +1% | +$57.7K | 0.03% | 374 |
|
|
2021
Q2 | $3.65M | Buy |
30,390
+57
| +0.2% | +$6.51K | 0.03% | 354 |
|
|
2021
Q1 | $3.19M | Buy |
30,333
+1,030
| +4% | +$104K | 0.03% | 353 |
|
|
2020
Q4 | $2.98M | Sell |
29,303
-329
| -1% | -$30.9K | 0.04% | 327 |
|
|
2020
Q3 | $2.45M | Buy |
29,632
+280
| +1% | +$21.8K | 0.04% | 314 |
|
|
2020
Q2 | $1.87M | Buy |
29,352
+3,029
| +12% | +$200K | 0.03% | 362 |
|
|
2020
Q1 | $1.57M | Sell |
26,323
-437
| -2% | -$34.4K | 0.03% | 338 |
|
|
2019
Q4 | $2.14M | Buy |
26,760
+13,851
| +107% | +$1.08M | 0.03% | 362 |
|
|
2019
Q3 | $1.03M | Buy |
12,909
+14
| +0.1% | +$1.1K | 0.04% | 297 |
|
|
2019
Q2 | $1.08M | Buy |
12,895
+9
| +0.1% | +$717 | 0.04% | 278 |
|
|
2019
Q1 | $1.02M | Buy |
12,886
+153
| +1% | +$11.2K | 0.04% | 267 |
|
|
2018
Q4 | $850K | Buy |
12,733
+37
| +0.3% | +$2.56K | 0.05% | 242 |
|
|
2018
Q3 | $1.01M | Buy |
12,696
+12,084
| +1,975% | +$902K | 0.05% | 222 |
|
|
2018
Q2 | $41K | Sell |
612
-11
| -2% | -$799 | ﹤0.01% | 728 |
|
|
2018
Q1 | $47K | Buy |
623
+216
| +53% | +$16K | ﹤0.01% | 620 |
|
|
2017
Q4 | $28K | Buy |
+407
| New | +$27K | ﹤0.01% | 707 |
|
Other funds holding XYL
CAPTRUST Financial Advisors's XYL Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Xylem (XYL) stake by 20% in Q2 2026, buying an estimated $1.18M and bringing the position to 59,973 shares worth $7.09M. The position accounts for 0.01% of the portfolio, ranked #678.
CAPTRUST Financial Advisors first reported a position in XYL in Q4 2017 and has held it in 35 quarters since. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.
- CAPTRUST Financial Advisors held 59,973 shares of Xylem worth $7.09M as of Q2 2026.
- CAPTRUST Financial Advisors bought 10,201 Xylem shares in Q2 2026, an estimated $1.18M.
- Xylem made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #678 holding.
- CAPTRUST Financial Advisors first reported a position in Xylem in Q4 2017 and has held it in 35 quarters since.
- 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.