Heritage Wealth Advisors’s Xylem XYL Stock Holding History

Heritage 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	$38.5K	Hold	326	–	–	﹤0.01%	367
2026 Q1	$39K	Buy	+326	New	+$42.8K	﹤0.01%	359
2025 Q1	–	Sell	-15	Closed	-$1.74K	–	651
2024 Q4	$1.74K	Buy	15 +2	+15%	+$253	﹤0.01%	560
2024 Q3	$1.75K	Buy	+13	New	+$1.74K	﹤0.01%	550
2023 Q3	–	Sell	-400	Closed	-$45K	–	574
2023 Q2	$45K	Hold	400	–	–	﹤0.01%	333
2023 Q1	$41.9K	Sell	400 -156	-28%	-$16.3K	﹤0.01%	338
2022 Q4	$61.5K	Hold	556	–	–	﹤0.01%	298
2022 Q3	$48.6K	Sell	556 -156	-22%	-$14.2K	﹤0.01%	300
2022 Q2	$56K	Hold	712	–	–	﹤0.01%	318
2022 Q1	$61K	Hold	712	–	–	﹤0.01%	297
2021 Q4	$85K	Hold	712	–	–	﹤0.01%	278
2021 Q3	$88.1K	Hold	712	–	–	0.01%	263
2021 Q2	$85.4K	Hold	712	–	–	0.01%	268
2021 Q1	$74.9K	Hold	712	–	–	﹤0.01%	292
2020 Q4	$72K	Hold	712	–	–	﹤0.01%	291
2020 Q3	$59.9K	Hold	712	–	–	0.01%	251
2020 Q2	$46.3K	Sell	712 -240	-25%	-$15.8K	0.01%	259
2020 Q1	$62K	Sell	952 -1	-0.1%	-$79	0.01%	237
2019 Q4	$75.1K	Buy	953 +313	+49%	+$24.4K	0.01%	264
2019 Q3	$50K	Hold	640	–	–	0.01%	278
2019 Q2	$53.5K	Hold	640	–	–	0.01%	249
2019 Q1	$50.6K	Hold	640	–	–	0.01%	227
2018 Q4	$42K	Hold	640	–	–	0.01%	204
2018 Q3	$51K	Buy	+640	New	+$47.8K	0.01%	198

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

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

Heritage Wealth Advisors held its Xylem (XYL) position steady in Q2 2026 at 326 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Heritage Wealth Advisors first reported a position in XYL in Q3 2018 and has held it in 24 quarters since. The position peaked at $88.1K in Q3 2021. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Heritage Wealth Advisors held 326 shares of Xylem worth $38.5K as of Q2 2026.
Heritage Wealth Advisors left its Xylem share count unchanged in Q2 2026.
Xylem made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #367 holding.
Heritage Wealth Advisors first reported a position in Xylem in Q3 2018 and has held it in 24 quarters since.
Heritage Wealth Advisors's Xylem position peaked at $88.1K in Q3 2021.
1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.