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JFS Wealth Advisors’s Xylem XYL Stock Holding History

JFS 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 		$13.6K Sell
115
-20
-15% -$2.31K ﹤0.01% 879
2026
Q1 		$16.1K Sell
135
-25
-16% -$3.28K ﹤0.01% 795
2025
Q4 		$21.8K Buy
160
+64
+67% +$9.21K ﹤0.01% 728
2025
Q3 		$14.2K Hold
96
– – ﹤0.01% 782
2025
Q2 		$12.4K Hold
96
– – ﹤0.01% 799
2025
Q1 		$11.5K Hold
96
– – ﹤0.01% 836
2024
Q4 		$11.1K Sell
96
-10
-9% -$1.26K ﹤0.01% 820
2024
Q3 		$14.3K Buy
106
+3
+3% +$401 ﹤0.01% 733
2024
Q2 		$14K Sell
103
-2
-2% -$272 ﹤0.01% 693
2024
Q1 		$13.6K Hold
105
– – ﹤0.01% 722
2023
Q4 		$12K Buy
105
+11
+12% +$1.1K ﹤0.01% 719
2023
Q3 		$8.56K Hold
94
– – ﹤0.01% 785
2023
Q2 		$10.6K Buy
94
+34
+57% +$3.6K ﹤0.01% 713
2023
Q1 		$6.28K Sell
60
-4
-6% -$418 ﹤0.01% 899
2022
Q4 		$7.08K Buy
64
+2
+3% +$210 ﹤0.01% 850
2022
Q3 		$5K Buy
62
+2
+3% +$182 ﹤0.01% 1024
2022
Q2 		$5K Buy
60
+44
+275% +$3.63K ﹤0.01% 1025
2022
Q1 		$1K Buy
16
+2
+14% +$192 ﹤0.01% 1763
2021
Q4 		$2K Buy
+14
New +$1.74K ﹤0.01% 1204

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

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

JFS Wealth Advisors reduced its Xylem (XYL) stake by 15% in Q2 2026, selling an estimated $2.31K and leaving 115 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

JFS Wealth Advisors first reported a position in XYL in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.8K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • JFS Wealth Advisors held 115 shares of Xylem worth $13.6K as of Q2 2026.
  • JFS Wealth Advisors sold 20 Xylem shares in Q2 2026, an estimated $2.31K.
  • Xylem made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #879 holding.
  • JFS Wealth Advisors first reported a position in Xylem in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Xylem position peaked at $21.8K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.