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Fortis Group Advisors’s Xylem XYL Stock Holding History

Fortis Group 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 		$1.06K Buy
+9
New +$1.04K ﹤0.01% 552
2024
Q2 		– Sell
-19,674
Closed -$2.54M – 535
2024
Q1 		$2.54M Buy
+19,674
New +$2.38M 0.47% 52
2020
Q3 		$745K Buy
+8,858
New +$690K 0.14% 78

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 $416B AUM 44.19% 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

Fortis Group Advisors's XYL Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in Xylem (XYL) in Q2 2026: 9 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in XYL as recently as Q1 2024.

Fortis Group Advisors first reported a position in XYL in Q3 2020 and has held it in 3 quarters since. The position peaked at $2.54M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Fortis Group Advisors held 9 shares of Xylem worth $1.06K as of Q2 2026.
  • Xylem was a new Fortis Group Advisors position in Q2 2026.
  • Xylem made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #552 holding.
  • Fortis Group Advisors first reported a position in Xylem in Q3 2020 and has held it in 3 quarters since.
  • Fortis Group Advisors's Xylem position peaked at $2.54M in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.