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Great Valley Advisor Group’s Xylem XYL Stock Holding History

Great Valley Advisor 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
Q1 		$414K Sell
3,469
-6
-0.2% -$787 0.01% 730
2025
Q4 		$473K Buy
3,475
+10
+0.3% +$1.44K 0.01% 645
2025
Q3 		$511K Sell
3,465
-104
-3% -$14.4K 0.01% 619
2025
Q2 		$461K Sell
3,569
-634
-15% -$76.8K 0.01% 626
2025
Q1 		$503K Buy
4,203
+3
+0.1% +$372 0.01% 591
2024
Q4 		$488K Buy
4,200
+66
+2% +$8.34K 0.01% 582
2024
Q3 		$559K Buy
4,134
+652
+19% +$87.2K 0.01% 539
2024
Q2 		$472K Buy
3,482
+305
+10% +$41.5K 0.01% 544
2024
Q1 		$411K Buy
3,177
+654
+26% +$79K 0.01% 536
2023
Q4 		$289K Buy
+2,523
New +$252K 0.01% 589

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Great Valley Advisor Group's XYL Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Xylem (XYL) stake by 0.17% in Q1 2026, selling an estimated $787 and leaving 3,469 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #730.

Great Valley Advisor Group first reported a position in XYL in Q4 2023 and has held it in 10 quarters since. The position peaked at $559K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Great Valley Advisor Group held 3,469 shares of Xylem worth $414K as of Q1 2026.
  • Great Valley Advisor Group sold 6 Xylem shares in Q1 2026, an estimated $787.
  • Xylem made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #730 holding.
  • Great Valley Advisor Group first reported a position in Xylem in Q4 2023 and has held it in 10 quarters since.
  • Great Valley Advisor Group's Xylem position peaked at $559K in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.