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CBIZ Investment Advisory Services’s Xylem XYL Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-10
Closed -$1.36K – 755
2025
Q4 		$1.36K Hold
10
– – ﹤0.01% 691
2025
Q3 		$1.48K Buy
10
+6
+150% +$832 ﹤0.01% 589
2025
Q2 		$517 Buy
+4
New +$484 ﹤0.01% 643

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CBIZ Investment Advisory Services's XYL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Xylem (XYL) in Q1 2026, closing a stake of 10 shares — an estimated $1.36K sold.

CBIZ Investment Advisory Services first reported a position in XYL in Q2 2025 and held it in 3 quarters. The position peaked at $1.48K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 10 Xylem shares in Q1 2026, an estimated $1.36K.
  • CBIZ Investment Advisory Services first reported a position in Xylem in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Xylem position peaked at $1.48K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.