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 Q3	–	Sell	-1,868	Closed	-$221K	–	319
2026 Q2	$221K	Buy	+1,868	New	+$216K	0.04%	247

Other funds holding XYL

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fermata Advisors's XYL Position: Q3 2026 in Review

Fermata Advisors sold out of Xylem (XYL) in Q3 2026, closing a stake of 1,868 shares — an estimated $221K sold.

Fermata Advisors first reported a position in XYL in Q2 2026 and held it in 1 quarter. The position peaked at $221K in Q2 2026. 240 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Fermata Advisors reported no remaining Xylem position as of Q3 2026 after selling out during the quarter.
Fermata Advisors sold 1,868 Xylem shares in Q3 2026, an estimated $221K.
Fermata Advisors first reported a position in Xylem in Q2 2026 and held it in 1 quarter.
Fermata Advisors's Xylem position peaked at $221K in Q2 2026.
240 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.