Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,380
Closed -$596K 440
2025
Q4
$596K Sell
4,380
-1,745
-28% -$251K 0.04% 237
2025
Q3
$903K Hold
6,125
0.06% 191
2025
Q2
$792K Buy
6,125
+4,220
+222% +$511K 0.06% 195
2025
Q1
$228K Buy
+1,905
New +$236K 0.02% 329

Other funds holding XYL

Icon Wealth Advisors's XYL Position: Q1 2026 in Review

Icon Wealth Advisors sold out of Xylem (XYL) in Q1 2026, closing a stake of 4,380 shares — an estimated $596K sold.

Icon Wealth Advisors first reported a position in XYL in Q1 2025 and held it in 4 quarters. The position peaked at $903K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Icon Wealth Advisors reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 4,380 Xylem shares in Q1 2026, an estimated $596K.
  • Icon Wealth Advisors first reported a position in Xylem in Q1 2025 and held it in 4 quarters.
  • Icon Wealth Advisors's Xylem position peaked at $903K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.