IWC
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Integrated Wealth Concepts’s Xylem XYL Stock Holding History

Integrated Wealth Concepts’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 		$747K Buy
6,320
+1,395
+28% +$161K ﹤0.01% 1406
2026
Q1 		$589K Buy
4,925
+2,174
+79% +$285K ﹤0.01% 1441
2025
Q4 		$375K Sell
2,751
-748
-21% -$108K ﹤0.01% 1228
2025
Q3 		$516K Buy
3,499
+627
+22% +$87K ﹤0.01% 1323
2025
Q2 		$371K Sell
2,872
-227
-7% -$27.5K ﹤0.01% 1440
2025
Q1 		$370K Sell
3,099
-65
-2% -$8.05K ﹤0.01% 1291
2024
Q4 		$367K Sell
3,164
-113
-3% -$14.3K ﹤0.01% 1264
2024
Q3 		$442K Buy
3,277
+557
+20% +$74.5K 0.01% 1138
2024
Q2 		$369K Buy
2,720
+1,085
+66% +$148K 0.01% 1196
2024
Q1 		$211K Buy
+1,635
New +$198K ﹤0.01% 1498

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 $416B AUM 44.19% 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

Integrated Wealth Concepts's XYL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Xylem (XYL) stake by 28% in Q2 2026, buying an estimated $161K and bringing the position to 6,320 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Integrated Wealth Concepts first reported a position in XYL in Q1 2024 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Integrated Wealth Concepts held 6,320 shares of Xylem worth $747K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,395 Xylem shares in Q2 2026, an estimated $161K.
  • Xylem made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1406 holding.
  • Integrated Wealth Concepts first reported a position in Xylem in Q1 2024 and has held it in 10 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.