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Colonial Trust Advisors’s Xylem XYL Stock Holding History

Colonial Trust 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 		– Sell
-50
Closed -$5.97K – 828
2026
Q1 		$5.97K Hold
50
– – ﹤0.01% 587
2025
Q4 		$6.81K Hold
50
– – ﹤0.01% 553
2025
Q3 		$7.38K Hold
50
– – ﹤0.01% 536
2025
Q2 		$6.47K Hold
50
– – ﹤0.01% 564
2025
Q1 		$5.97K Buy
+50
New +$6.2K ﹤0.01% 551
2024
Q2 		– Sell
-4
Closed -$517 – 1032
2024
Q1 		$517 Hold
4
– – ﹤0.01% 905
2023
Q4 		$457 Buy
4
+2
+100% +$200 ﹤0.01% 823
2023
Q3 		$182 Buy
+2
New +$206 ﹤0.01% 876

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 $416B AUM 44.19% 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

Colonial Trust Advisors's XYL Position: Q2 2026 in Review

Colonial Trust Advisors sold out of Xylem (XYL) in Q2 2026, closing a stake of 50 shares — an estimated $5.97K sold.

Colonial Trust Advisors first reported a position in XYL in Q3 2023 and held it in 8 quarters. The position peaked at $7.38K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Colonial Trust Advisors reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 50 Xylem shares in Q2 2026, an estimated $5.97K.
  • Colonial Trust Advisors first reported a position in Xylem in Q3 2023 and held it in 8 quarters.
  • Colonial Trust Advisors's Xylem position peaked at $7.38K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.