Dynamic Advisor Solutions’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$606K Sell
5,126
-146
-3% -$16.9K 0.02% 629
2026
Q1
$630K Sell
5,272
-143
-3% -$18.8K 0.02% 579
2025
Q4
$737K Sell
5,415
-54
-1% -$7.77K 0.02% 526
2025
Q3
$807K Sell
5,469
-36
-0.7% -$4.99K 0.02% 513
2025
Q2
$712K Sell
5,505
-308
-5% -$37.3K 0.02% 523
2025
Q1
$694K Buy
+5,813
New +$720K 0.02% 504
2024
Q4
Sell
-6,614
Closed -$893K 947
2024
Q3
$893K Buy
6,614
+47
+0.7% +$6.29K 0.03% 482
2024
Q2
$891K Sell
6,567
-130
-2% -$17.7K 0.03% 487
2024
Q1
$865K Buy
6,697
+70
+1% +$8.46K 0.03% 472
2023
Q4
$743K Sell
6,627
-134
-2% -$13.4K 0.03% 484
2023
Q3
$615K Buy
6,761
+375
+6% +$38.7K 0.03% 469
2023
Q2
$719K Buy
6,386
+394
+7% +$41.7K 0.04% 414
2023
Q1
$627K Buy
+5,992
New +$626K 0.04% 419
2021
Q1
Sell
-6,499
Closed -$662K 783
2020
Q4
$662K Buy
6,499
+80
+1% +$7.52K 0.06% 309
2020
Q3
$540K Buy
6,419
+160
+3% +$12.5K 0.06% 294
2020
Q2
$407K Sell
6,259
-50
-0.8% -$3.3K 0.06% 319
2020
Q1
$411K Buy
6,309
+810
+15% +$63.8K 0.08% 275
2019
Q4
$433K Sell
5,499
-220
-4% -$17.1K 0.06% 333
2019
Q3
$455K Buy
5,719
+35
+0.6% +$2.75K 0.07% 292
2019
Q2
$475K Buy
5,684
+904
+19% +$72K 0.08% 268
2019
Q1
$378K Buy
+4,780
New +$349K 0.07% 265

Other funds holding XYL

Dynamic Advisor Solutions's XYL Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Xylem (XYL) stake by 2.8% in Q2 2026, selling an estimated $16.9K and leaving 5,126 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #629.

Dynamic Advisor Solutions first reported a position in XYL in Q1 2019 and has held it in 21 quarters since. The position peaked at $893K in Q3 2024. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Dynamic Advisor Solutions held 5,126 shares of Xylem worth $606K as of Q2 2026.
  • Dynamic Advisor Solutions sold 146 Xylem shares in Q2 2026, an estimated $16.9K.
  • Xylem made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #629 holding.
  • Dynamic Advisor Solutions first reported a position in Xylem in Q1 2019 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's Xylem position peaked at $893K in Q3 2024.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.