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EP Wealth Advisors’s Xylem XYL Stock Holding History

EP Wealth 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 		$900K Sell
7,612
-1,912
-20% -$221K ﹤0.01% 784
2026
Q1 		$1.14M Sell
9,524
-8,924
-48% -$1.17M 0.01% 615
2025
Q4 		$2.51M Buy
+18,448
New +$2.65M 0.01% 398
2025
Q2 		$21.7M Buy
167,411
+1,311
+0.8% +$159K 0.14% 118
2025
Q1 		$19.8M Buy
166,100
+12,557
+8% +$1.56M 0.16% 110
2024
Q4 		$17.8M Sell
153,543
-7,046
-4% -$891K 0.15% 112
2024
Q3 		$21.7M Buy
160,589
+16,301
+11% +$2.18M 0.19% 101
2024
Q2 		$19.6M Buy
+144,288
New +$19.6M 0.21% 91
2020
Q1 		– Sell
-2,750
Closed -$217K – 437
2019
Q4 		$217K Sell
2,750
-1,187
-30% -$92.4K 0.01% 380
2019
Q3 		$313K Buy
3,937
+474
+14% +$37.2K 0.02% 272
2019
Q2 		$290K Buy
+3,463
New +$276K 0.02% 244

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

EP Wealth Advisors's XYL Position: Q2 2026 in Review

EP Wealth Advisors reduced its Xylem (XYL) stake by 20% in Q2 2026, selling an estimated $221K and leaving 7,612 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

EP Wealth Advisors first reported a position in XYL in Q2 2019 and has held it in 11 quarters since. The position peaked at $21.7M in Q3 2024. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • EP Wealth Advisors held 7,612 shares of Xylem worth $900K as of Q2 2026.
  • EP Wealth Advisors sold 1,912 Xylem shares in Q2 2026, an estimated $221K.
  • Xylem made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #784 holding.
  • EP Wealth Advisors first reported a position in Xylem in Q2 2019 and has held it in 11 quarters since.
  • EP Wealth Advisors's Xylem position peaked at $21.7M in Q3 2024.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.