Great Valley Advisor Group’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$411K Buy
3,474
+5
+0.1% +$577 0.01% 779
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

Great Valley Advisor Group's XYL Position: Q2 2026 in Review

Great Valley Advisor Group increased its Xylem (XYL) stake by 0.14% in Q2 2026, buying an estimated $577 and bringing the position to 3,474 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #779.

Great Valley Advisor Group first reported a position in XYL in Q4 2023 and has held it in 11 quarters since. The position peaked at $559K in Q3 2024. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Great Valley Advisor Group held 3,474 shares of Xylem worth $411K as of Q2 2026.
  • Great Valley Advisor Group bought 5 Xylem shares in Q2 2026, an estimated $577.
  • Xylem made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #779 holding.
  • Great Valley Advisor Group first reported a position in Xylem in Q4 2023 and has held it in 11 quarters since.
  • Great Valley Advisor Group's Xylem position peaked at $559K in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.