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Independent Advisor Alliance’s Xylem XYL Stock Holding History

Independent Advisor Alliance’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 		$609K Sell
5,151
-229
-4% -$26.4K 0.01% 602
2026
Q1 		$643K Buy
5,380
+98
+2% +$12.9K 0.01% 1015
2025
Q4 		$719K Buy
5,282
+5
+0.1% +$719 0.02% 554
2025
Q3 		$778K Buy
5,277
+257
+5% +$35.6K 0.02% 497
2025
Q2 		$649K Sell
5,020
-223
-4% -$27K 0.02% 512
2025
Q1 		$626K Buy
5,243
+44
+0.8% +$5.45K 0.02% 472
2024
Q4 		$603K Buy
5,199
+571
+12% +$72.2K 0.01% 892
2024
Q3 		$625K Sell
4,628
-15
-0.3% -$2.01K 0.02% 412
2024
Q2 		$630K Buy
4,643
+120
+3% +$16.3K 0.02% 409
2024
Q1 		$585K Hold
4,523
– – 0.02% 418
2023
Q4 		$517K Sell
4,523
-82
-2% -$8.18K 0.02% 435
2023
Q3 		$419K Sell
4,605
-164
-3% -$16.9K 0.02% 452
2023
Q2 		$537K Buy
4,769
+906
+23% +$95.8K 0.02% 411
2023
Q1 		$404K Buy
+3,863
New +$403K 0.02% 463
2022
Q4 		– Sell
-3,413
Closed -$298K – 638
2022
Q3 		$298K Hold
3,413
– – 0.02% 480
2022
Q2 		$267K Hold
3,413
– – 0.01% 507
2022
Q1 		$291K Buy
+3,413
New +$327K 0.01% 511

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Independent Advisor Alliance's XYL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Xylem (XYL) stake by 4.3% in Q2 2026, selling an estimated $26.4K and leaving 5,151 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #602.

Independent Advisor Alliance first reported a position in XYL in Q1 2022 and has held it in 17 quarters since. The position peaked at $778K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Independent Advisor Alliance held 5,151 shares of Xylem worth $609K as of Q2 2026.
  • Independent Advisor Alliance sold 229 Xylem shares in Q2 2026, an estimated $26.4K.
  • Xylem made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #602 holding.
  • Independent Advisor Alliance first reported a position in Xylem in Q1 2022 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Xylem position peaked at $778K in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.