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Concurrent Investment Advisors’s Xylem XYL Stock Holding History

Concurrent Investment 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 		$563K Buy
4,758
+2,620
+123% +$302K ﹤0.01% 1333
2026
Q1 		$255K Buy
2,138
+8
+0.4% +$1.05K ﹤0.01% 1602
2025
Q4 		$290K Buy
2,130
+579
+37% +$83.3K ﹤0.01% 1421
2025
Q3 		$229K Sell
1,551
-189
-11% -$26.2K ﹤0.01% 1284
2025
Q2 		$225K Buy
+1,740
New +$211K ﹤0.01% 1210

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

Concurrent Investment Advisors's XYL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Xylem (XYL) stake by 123% in Q2 2026, buying an estimated $302K and bringing the position to 4,758 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Concurrent Investment Advisors first reported a position in XYL in Q2 2025 and has held it in 5 quarters since. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Concurrent Investment Advisors held 4,758 shares of Xylem worth $563K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,620 Xylem shares in Q2 2026, an estimated $302K.
  • Xylem made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1333 holding.
  • Concurrent Investment Advisors first reported a position in Xylem in Q2 2025 and has held it in 5 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.