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Fermata Advisors’s Xylem XYL Stock Holding History

Fermata 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 		$221K Buy
+1,868
New +$216K 0.04% 247

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fermata Advisors's XYL Position: Q2 2026 in Review

Fermata Advisors opened a new position in Xylem (XYL) in Q2 2026: 1,868 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings.

138 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Fermata Advisors held 1,868 shares of Xylem worth $221K as of Q2 2026.
  • Xylem was a new Fermata Advisors position in Q2 2026.
  • Xylem made up 0.04% of Fermata Advisors's portfolio in Q2 2026, its #247 holding.
  • 138 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.