Cooper Financial Group’s Xylem XYL Stock Holding History

Cooper Financial Group’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	-1,554	Closed	-$212K	–	452
2025 Q4	$212K	Sell	1,554 -53	-3%	-$7.62K	0.02%	366
2025 Q3	$237K	Buy	+1,607	New	+$223K	0.03%	343

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Cooper Financial Group's XYL Position: Q1 2026 in Review

Cooper Financial Group sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,554 shares — an estimated $212K sold.

Cooper Financial Group first reported a position in XYL in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Cooper Financial Group reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
Cooper Financial Group sold 1,554 Xylem shares in Q1 2026, an estimated $212K.
Cooper Financial Group first reported a position in Xylem in Q3 2025 and held it in 2 quarters.
Cooper Financial Group's Xylem position peaked at $237K in Q3 2025.
1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.