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Fortitude Advisory Group’s Xylem XYL Stock Holding History

Fortitude Advisory Group’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 		$236K Hold
1,995
– – 0.09% 198
2026
Q1 		$238K Hold
1,995
– – 0.11% 182
2025
Q4 		$272K Buy
1,995
+5
+0.3% +$719 0.12% 156
2025
Q3 		$293K Sell
1,990
-10
-0.5% -$1.39K 0.16% 141
2025
Q2 		$259K Sell
2,000
-20
-1% -$2.42K 0.15% 162
2025
Q1 		$221K Buy
2,020
+20
+1% +$2.48K 0.16% 159
2024
Q4 		$232K Buy
2,000
+23
+1% +$2.91K 0.14% 157
2024
Q3 		$267K Buy
+1,977
New +$264K 0.17% 143

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fortitude Advisory Group's XYL Position: Q2 2026 in Review

Fortitude Advisory Group held its Xylem (XYL) position steady in Q2 2026 at 1,995 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #198.

Fortitude Advisory Group first reported a position in XYL in Q3 2024 and has held it in 8 quarters since. The position peaked at $293K in Q3 2025. 347 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Fortitude Advisory Group held 1,995 shares of Xylem worth $236K as of Q2 2026.
  • Fortitude Advisory Group left its Xylem share count unchanged in Q2 2026.
  • Xylem made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #198 holding.
  • Fortitude Advisory Group first reported a position in Xylem in Q3 2024 and has held it in 8 quarters since.
  • Fortitude Advisory Group's Xylem position peaked at $293K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.