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Clearstead Advisors’s Xylem XYL Stock Holding History

Clearstead 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
Q2 		$441K Buy
3,729
+1,626
+77% +$188K ﹤0.01% 792
2026
Q1 		$251K Sell
2,103
-1,106
-34% -$145K ﹤0.01% 923
2025
Q4 		$437K Buy
3,209
+559
+21% +$80.4K 0.01% 697
2025
Q3 		$391K Sell
2,650
-235
-8% -$32.6K 0.01% 707
2025
Q2 		$373K Buy
2,885
+348
+14% +$42.1K 0.01% 687
2025
Q1 		$303K Buy
2,537
+245
+11% +$30.4K ﹤0.01% 706
2024
Q4 		$266K Buy
2,292
+3
+0.1% +$379 ﹤0.01% 768
2024
Q3 		$309K Buy
2,289
+3
+0.1% +$401 ﹤0.01% 716
2024
Q2 		$310K Buy
2,286
+1,181
+107% +$161K 0.01% 666
2024
Q1 		$156K Sell
1,105
-395
-26% -$47.7K 0.01% 510
2023
Q4 		$172K Sell
1,500
-2,083
-58% -$208K 0.01% 478
2023
Q3 		$326K Buy
3,583
+2,004
+127% +$207K 0.01% 470
2023
Q2 		$178K Hold
1,579
– – 0.01% 447
2023
Q1 		$165K Buy
1,579
+1,350
+590% +$141K 0.01% 418
2022
Q4 		$25.3K Hold
229
– – ﹤0.01% 756
2022
Q3 		$20K Sell
229
-100
-30% -$9.09K ﹤0.01% 775
2022
Q2 		$26K Hold
329
– – ﹤0.01% 743
2022
Q1 		$28K Hold
329
– – ﹤0.01% 794
2021
Q4 		$39K Sell
329
-345
-51% -$42.8K ﹤0.01% 703
2021
Q3 		$83K Buy
674
+350
+108% +$45K 0.01% 522
2021
Q2 		$39K Buy
324
+18
+6% +$2.06K ﹤0.01% 599
2021
Q1 		$32K Hold
306
– – ﹤0.01% 602
2020
Q4 		$31K Hold
306
– – ﹤0.01% 573
2020
Q3 		$26K Buy
306
+206
+206% +$16K ﹤0.01% 558
2020
Q2 		$6K Hold
100
– – ﹤0.01% 661
2020
Q1 		$7K Buy
+100
New +$7.88K ﹤0.01% 613

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Clearstead Advisors's XYL Position: Q2 2026 in Review

Clearstead Advisors increased its Xylem (XYL) stake by 77% in Q2 2026, buying an estimated $188K and bringing the position to 3,729 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Clearstead Advisors first reported a position in XYL in Q1 2020 and has held it in 26 quarters since. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Clearstead Advisors held 3,729 shares of Xylem worth $441K as of Q2 2026.
  • Clearstead Advisors bought 1,626 Xylem shares in Q2 2026, an estimated $188K.
  • Xylem made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #792 holding.
  • Clearstead Advisors first reported a position in Xylem in Q1 2020 and has held it in 26 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.