Heartwood Wealth Advisors’s Xylem XYL Stock Holding History

Heartwood Wealth 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 Q2	$295K	Sell	2,497 -200	-7%	-$23.1K	0.02%	194
2026 Q1	$322K	Hold	2,697	–	–	0.03%	169
2025 Q4	$367K	Hold	2,697	–	–	0.03%	141
2025 Q3	$398K	Hold	2,697	–	–	0.04%	130
2025 Q2	$349K	Sell	2,697 -786	-23%	-$95.2K	0.04%	135
2025 Q1	$416K	Hold	3,483	–	–	0.05%	110
2024 Q4	$404K	Hold	3,483	–	–	0.05%	104
2024 Q3	$470K	Hold	3,483	–	–	0.05%	99
2024 Q2	$472K	Hold	3,483	–	–	0.06%	101
2024 Q1	$450K	Hold	3,483	–	–	0.06%	92
2023 Q4	$398K	Hold	3,483	–	–	0.05%	95
2023 Q3	$317K	Hold	3,483	–	–	0.05%	100
2023 Q2	$392K	Buy	+3,483	New	+$368K	0.06%	96

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Heartwood Wealth Advisors's XYL Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Xylem (XYL) stake by 7.4% in Q2 2026, selling an estimated $23.1K and leaving 2,497 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #194.

Heartwood Wealth Advisors first reported a position in XYL in Q2 2023 and has held it in 13 quarters since. The position peaked at $472K in Q2 2024. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Heartwood Wealth Advisors held 2,497 shares of Xylem worth $295K as of Q2 2026.
Heartwood Wealth Advisors sold 200 Xylem shares in Q2 2026, an estimated $23.1K.
Xylem made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Heartwood Wealth Advisors first reported a position in Xylem in Q2 2023 and has held it in 13 quarters since.
Heartwood Wealth Advisors's Xylem position peaked at $472K in Q2 2024.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.