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Exencial Wealth Advisors’s Xylem XYL Stock Holding History

Exencial 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
Q1 		$9.59M Sell
80,251
-3,933
-5% -$516K 0.3% 89
2025
Q4 		$11.5M Sell
84,184
-381
-0.5% -$54.8K 0.36% 78
2025
Q3 		$12.5M Sell
84,565
-21
-0% -$2.91K 0.41% 74
2025
Q2 		$10.9M Sell
84,586
-3,472
-4% -$420K 0.39% 84
2025
Q1 		$10.5M Buy
88,058
+2,753
+3% +$341K 0.39% 81
2024
Q4 		$9.9M Buy
+85,305
New +$10.8M 0.36% 82
2023
Q1 		– Sell
-2,138
Closed -$236K – 434
2022
Q4 		$236K Sell
2,138
-239
-10% -$25.1K 0.01% 389
2022
Q3 		$208K Sell
2,377
-271
-10% -$24.6K 0.01% 398
2022
Q2 		$207K Sell
2,648
-58,907
-96% -$4.86M 0.01% 407
2022
Q1 		$5.25M Buy
61,555
+1,606
+3% +$154K 0.26% 118
2021
Q4 		$7.19M Sell
59,949
-48,818
-45% -$6.06M 0.35% 102
2021
Q3 		$13.5M Buy
108,767
+29,320
+37% +$3.77M 0.58% 35
2021
Q2 		$9.53M Buy
79,447
+1,630
+2% +$186K 0.52% 55
2021
Q1 		$8.19M Buy
77,817
+6,337
+9% +$643K 0.48% 65
2020
Q4 		$7.28M Sell
71,480
-1,253
-2% -$118K 0.5% 66
2020
Q3 		$6.12M Buy
72,733
+6,088
+9% +$474K 0.32% 92
2020
Q2 		$4.33M Buy
66,645
+7,879
+13% +$520K 0.38% 91
2020
Q1 		$3.83M Buy
58,766
+3,267
+6% +$257K 0.68% 50
2019
Q4 		$4.37M Buy
55,499
+4,456
+9% +$347K 0.76% 47
2019
Q3 		$4.06M Buy
51,043
+5,334
+12% +$419K 0.87% 37
2019
Q2 		$3.82M Sell
45,709
-1,775
-4% -$141K 0.89% 39
2019
Q1 		$3.75M Buy
47,484
+1,800
+4% +$131K 0.89% 40
2018
Q4 		$3.05M Buy
45,684
+7,829
+21% +$542K 0.82% 45
2018
Q3 		$3.02M Buy
+37,855
New +$2.83M 0.7% 51

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Exencial Wealth Advisors's XYL Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Xylem (XYL) stake by 4.7% in Q1 2026, selling an estimated $516K and leaving 80,251 shares worth $9.59M. The position accounts for 0.3% of the portfolio, ranked #89.

Exencial Wealth Advisors first reported a position in XYL in Q3 2018 and has held it in 24 quarters since. The position peaked at $13.5M in Q3 2021. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Exencial Wealth Advisors held 80,251 shares of Xylem worth $9.59M as of Q1 2026.
  • Exencial Wealth Advisors sold 3,933 Xylem shares in Q1 2026, an estimated $516K.
  • Xylem made up 0.3% of Exencial Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • Exencial Wealth Advisors first reported a position in Xylem in Q3 2018 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's Xylem position peaked at $13.5M in Q3 2021.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.