Financial Gravity Asset Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41.1K Hold
344
0.01% 330
2025
Q4
$46.8K Sell
344
-30
-8% -$4.32K 0.01% 262
2025
Q3
$55.2K Buy
+374
New +$51.9K 0.01% 283
2025
Q1
$41.1K Buy
+344
New +$42.6K 0.01% 343
2021
Q3
Hold
0
293
2021
Q2
Hold
0
304

Other funds holding XYL

Financial Gravity Asset Management's XYL Position: Q1 2026 in Review

Financial Gravity Asset Management held its Xylem (XYL) position steady in Q1 2026 at 344 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Financial Gravity Asset Management first reported a position in XYL in Q1 2025 and has held it in 4 quarters since. The position peaked at $55.2K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Financial Gravity Asset Management held 344 shares of Xylem worth $41.1K as of Q1 2026.
  • Financial Gravity Asset Management left its Xylem share count unchanged in Q1 2026.
  • Xylem made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #330 holding.
  • Financial Gravity Asset Management first reported a position in Xylem in Q1 2025 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Xylem position peaked at $55.2K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.