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Foundations Investment Advisors’s Xylem XYL Stock Holding History

Foundations Investment 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
Q1 		– Sell
-1,936
Closed -$264K – 1266
2025
Q4 		$264K Sell
1,936
-77
-4% -$11.1K ﹤0.01% 939
2025
Q3 		$297K Sell
2,013
-3,047
-60% -$423K ﹤0.01% 857
2025
Q2 		$655K Buy
5,060
+33
+0.7% +$4K 0.01% 523
2025
Q1 		$601K Buy
5,027
+987
+24% +$122K 0.01% 529
2024
Q4 		$469K Sell
4,040
-22
-0.5% -$2.78K 0.01% 550
2024
Q3 		$548K Buy
4,062
+34
+0.8% +$4.55K 0.01% 503
2024
Q2 		$546K Buy
4,028
+2
+0% +$272 0.01% 474
2024
Q1 		$520K Sell
4,026
-57
-1% -$6.89K 0.01% 458
2023
Q4 		$471K Buy
+4,083
New +$407K 0.01% 448

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Foundations Investment Advisors's XYL Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,936 shares — an estimated $264K sold.

Foundations Investment Advisors first reported a position in XYL in Q4 2023 and held it in 9 quarters. The position peaked at $655K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,936 Xylem shares in Q1 2026, an estimated $264K.
  • Foundations Investment Advisors first reported a position in Xylem in Q4 2023 and held it in 9 quarters.
  • Foundations Investment Advisors's Xylem position peaked at $655K in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.