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GeoWealth Management’s Xylem XYL Stock Holding History

GeoWealth Management’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 		$403K Sell
3,406
-1,340
-28% -$155K 0.01% 561
2026
Q1 		$567K Sell
4,746
-878
-16% -$115K 0.02% 446
2025
Q4 		$766K Buy
5,624
+176
+3% +$25.3K 0.03% 341
2025
Q3 		$804K Hold
5,448
– – 0.03% 348
2025
Q2 		$705K Sell
5,448
-2,555
-32% -$309K 0.03% 330
2025
Q1 		$956K Buy
8,003
+62
+0.8% +$7.68K 0.04% 279
2024
Q4 		$921K Buy
7,941
+1,982
+33% +$251K 0.03% 313
2024
Q3 		$805K Buy
5,959
+2,941
+97% +$393K 0.03% 358
2024
Q2 		$409K Buy
3,018
+116
+4% +$15.8K 0.02% 485
2024
Q1 		$375K Buy
+2,902
New +$351K 0.01% 511

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 $413B AUM 44.57% 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

GeoWealth Management's XYL Position: Q2 2026 in Review

GeoWealth Management reduced its Xylem (XYL) stake by 28% in Q2 2026, selling an estimated $155K and leaving 3,406 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #561.

GeoWealth Management first reported a position in XYL in Q1 2024 and has held it in 10 quarters since. The position peaked at $956K in Q1 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • GeoWealth Management held 3,406 shares of Xylem worth $403K as of Q2 2026.
  • GeoWealth Management sold 1,340 Xylem shares in Q2 2026, an estimated $155K.
  • Xylem made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #561 holding.
  • GeoWealth Management first reported a position in Xylem in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Xylem position peaked at $956K in Q1 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.