HWAM
XYL icon

Hennion & Walsh Asset Management’s Xylem XYL Stock Holding History

Hennion & Walsh Asset 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 		– Sell
-4,237
Closed -$506K – 1016
2026
Q1 		$506K Sell
4,237
-65
-2% -$8.52K 0.02% 713
2025
Q4 		$586K Sell
4,302
-44
-1% -$6.33K 0.02% 665
2025
Q3 		$641K Sell
4,346
-24
-0.5% -$3.33K 0.02% 640
2025
Q2 		$565K Sell
4,370
-31
-0.7% -$3.75K 0.02% 637
2025
Q1 		$526K Sell
4,401
-135
-3% -$16.7K 0.02% 620
2024
Q4 		$526K Buy
4,536
+1,117
+33% +$141K 0.02% 609
2024
Q3 		$462K Buy
3,419
+883
+35% +$118K 0.02% 642
2024
Q2 		$344K Buy
+2,536
New +$345K 0.02% 695

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hennion & Walsh Asset Management's XYL Position: Q2 2026 in Review

Hennion & Walsh Asset Management sold out of Xylem (XYL) in Q2 2026, closing a stake of 4,237 shares — an estimated $506K sold.

Hennion & Walsh Asset Management first reported a position in XYL in Q2 2024 and held it in 8 quarters. The position peaked at $641K in Q3 2025. 228 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Hennion & Walsh Asset Management reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 4,237 Xylem shares in Q2 2026, an estimated $506K.
  • Hennion & Walsh Asset Management first reported a position in Xylem in Q2 2024 and held it in 8 quarters.
  • Hennion & Walsh Asset Management's Xylem position peaked at $641K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.