Integrated Wealth Concepts’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Integrated Wealth Concepts's XYL Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Xylem (XYL) stake by 79% in Q1 2026, buying an estimated $285K and bringing the position to 4,925 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Integrated Wealth Concepts first reported a position in XYL in Q1 2024 and has held it in 9 quarters since. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Integrated Wealth Concepts held 4,925 shares of Xylem worth $589K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,174 Xylem shares in Q1 2026, an estimated $285K.
  • Xylem made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1441 holding.
  • Integrated Wealth Concepts first reported a position in Xylem in Q1 2024 and has held it in 9 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.