HBK Sorce Advisory’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 | $333K | Buy |
2,726
+200
| +8% | +$23.1K | 0.01% | 483 |
|
|
2026
Q1 | $287K | Buy |
2,526
+345
| +16% | +$45.2K | 0.01% | 503 |
|
|
2025
Q4 | $310K | Buy |
+2,181
| New | +$314K | 0.01% | 470 |
|
|
2025
Q2 | – | Sell |
-4,835
| Closed | -$578K | – | 641 |
|
|
2025
Q1 | $578K | Sell |
4,835
-100
| -2% | -$12.4K | 0.02% | 310 |
|
|
2024
Q4 | $573K | Buy |
4,935
+210
| +4% | +$26.6K | 0.02% | 308 |
|
|
2024
Q3 | $638K | Buy |
4,725
+3
| +0.1% | +$401 | 0.02% | 287 |
|
|
2024
Q2 | $640K | Sell |
4,722
-114
| -2% | -$15.5K | 0.02% | 287 |
|
|
2024
Q1 | $625K | Buy |
4,836
+130
| +3% | +$15.7K | 0.02% | 293 |
|
|
2023
Q4 | $538K | Buy |
4,706
+87
| +2% | +$8.68K | 0.02% | 303 |
|
|
2023
Q3 | $420K | Buy |
4,619
+10
| +0.2% | +$1.03K | 0.02% | 344 |
|
|
2023
Q2 | $519K | Buy |
4,609
+248
| +6% | +$26.2K | 0.02% | 320 |
|
|
2023
Q1 | $457K | Sell |
4,361
-4,359
| -50% | -$455K | 0.02% | 341 |
|
|
2022
Q4 | $964K | Buy |
8,720
+4,342
| +99% | +$455K | 0.03% | 294 |
|
|
2022
Q3 | $382K | Hold |
4,378
| – | – | 0.03% | 317 |
|
|
2022
Q2 | $342K | Sell |
4,378
-92
| -2% | -$7.6K | 0.03% | 306 |
|
|
2022
Q1 | $381K | Buy |
4,470
+92
| +2% | +$8.81K | 0.02% | 353 |
|
|
2021
Q4 | $525K | Hold |
4,378
| – | – | 0.03% | 318 |
|
|
2021
Q3 | $541K | Sell |
4,378
-204
| -4% | -$26.3K | 0.03% | 305 |
|
|
2021
Q2 | $550K | Buy |
4,582
+200
| +5% | +$22.8K | 0.03% | 305 |
|
|
2021
Q1 | $461K | Buy |
4,382
+1
| +0% | +$101 | 0.03% | 318 |
|
|
2020
Q4 | $446K | Buy |
4,381
+1
| +0% | +$94 | 0.03% | 292 |
|
|
2020
Q3 | $368K | Sell |
4,380
-105
| -2% | -$8.17K | 0.03% | 315 |
|
|
2020
Q2 | $291K | Buy |
4,485
+2
| +0% | +$132 | 0.02% | 331 |
|
|
2020
Q1 | $292K | Buy |
4,483
+1
| +0% | +$79 | 0.03% | 297 |
|
|
2019
Q4 | $353K | Sell |
4,482
-100
| -2% | -$7.78K | 0.03% | 320 |
|
|
2019
Q3 | $365K | Sell |
4,582
-77
| -2% | -$6.05K | 0.03% | 297 |
|
|
2019
Q2 | $390K | Buy |
4,659
+259
| +6% | +$20.6K | 0.04% | 283 |
|
|
2019
Q1 | $348K | Hold |
4,400
| – | – | 0.03% | 312 |
|
|
2018
Q4 | $294K | Buy |
4,400
+251
| +6% | +$17.4K | 0.03% | 301 |
|
|
2018
Q3 | $331K | Sell |
4,149
-11
| -0.3% | -$821 | 0.04% | 285 |
|
|
2018
Q2 | $280K | Buy |
4,160
+229
| +6% | +$16.6K | 0.03% | 315 |
|
|
2018
Q1 | $302K | Sell |
3,931
-15
| -0.4% | -$1.11K | 0.04% | 286 |
|
|
2017
Q4 | $269K | Buy |
3,946
+55
| +1% | +$3.65K | 0.03% | 328 |
|
|
2017
Q3 | $244K | Hold |
3,891
| – | – | 0.04% | 273 |
|
|
2017
Q2 | $216K | Buy |
+3,891
| New | +$203K | 0.03% | 281 |
|
|
2016
Q4 | – | Sell |
-3,891
| Closed | -$204K | – | 301 |
|
|
2016
Q3 | $204K | Buy |
+3,891
| New | +$191K | 0.04% | 268 |
|
Other funds holding XYL
AAB
HBK Sorce Advisory's XYL Position: Q2 2026 in Review
HBK Sorce Advisory increased its Xylem (XYL) stake by 7.9% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,726 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #483.
HBK Sorce Advisory first reported a position in XYL in Q3 2016 and has held it in 36 quarters since. The position peaked at $964K in Q4 2022. 606 funds tracked by Wall St. Rank hold XYL as of Q2 2026.
- HBK Sorce Advisory held 2,726 shares of Xylem worth $333K as of Q2 2026.
- HBK Sorce Advisory bought 200 Xylem shares in Q2 2026, an estimated $23.1K.
- Xylem made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #483 holding.
- HBK Sorce Advisory first reported a position in Xylem in Q3 2016 and has held it in 36 quarters since.
- HBK Sorce Advisory's Xylem position peaked at $964K in Q4 2022.
- 606 funds tracked by Wall St. Rank held Xylem as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.