Kestra Advisory Services
XYL icon

Kestra Advisory Services’s Xylem XYL Stock Holding History

Kestra Advisory Services’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
Q3 		$1.6M Buy
15,819
+4,088
+35% +$468K ﹤0.01% 1618
2026
Q2 		$1.39M Sell
11,731
-4,011
-25% -$463K ﹤0.01% 1601
2026
Q1 		$1.88M Buy
15,742
+1,055
+7% +$138K 0.01% 1349
2025
Q4 		$2M Buy
14,687
+5,289
+56% +$761K 0.01% 1203
2025
Q3 		$1.39M Sell
9,398
-1,543
-14% -$214K 0.01% 1380
2025
Q2 		$1.42M Sell
10,941
-619
-5% -$75K 0.01% 1283
2025
Q1 		$1.38M Buy
11,560
+214
+2% +$26.5K 0.01% 1188
2024
Q4 		$1.32M Buy
11,346
+874
+8% +$110K 0.01% 1243
2024
Q3 		$1.41M Sell
10,472
-283
-3% -$37.9K 0.01% 1138
2024
Q2 		$1.46M Buy
10,755
+1,576
+17% +$214K 0.01% 1124
2024
Q1 		$1.19M Buy
9,179
+268
+3% +$32.4K 0.01% 1141
2023
Q4 		$1.02M Buy
8,911
+1,385
+18% +$138K 0.01% 1105
2023
Q3 		$685K Buy
7,526
+949
+14% +$97.9K 0.01% 1195
2023
Q2 		$741K Sell
6,577
-301
-4% -$31.8K 0.01% 1120
2023
Q1 		$720K Sell
6,878
-1,559
-18% -$163K 0.01% 1097
2022
Q4 		$933K Sell
8,437
-1,425
-14% -$149K 0.01% 1083
2022
Q3 		$862K Buy
9,862
+971
+11% +$88.3K 0.01% 1042
2022
Q2 		$695K Buy
8,891
+1,575
+22% +$130K 0.01% 1142
2022
Q1 		$624K Buy
7,316
+205
+3% +$19.6K 0.01% 1165
2021
Q4 		$853K Sell
7,111
-371
-5% -$46K 0.01% 1058
2021
Q3 		$925K Buy
7,482
+970
+15% +$125K 0.01% 1064
2021
Q2 		$781K Buy
6,512
+242
+4% +$27.6K 0.01% 1065
2021
Q1 		$659K Sell
6,270
-891
-12% -$90.3K 0.01% 1060
2020
Q4 		$722K Buy
7,161
+7,084
+9,200% +$666K 0.01% 1022
2020
Q3 		$423K Buy
+77
New +$5.99K 0.01% 958

Other funds holding XYL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Kestra Advisory Services's XYL Position: Q3 2026 in Review

Kestra Advisory Services increased its Xylem (XYL) stake by 35% in Q3 2026, buying an estimated $468K and bringing the position to 15,819 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Kestra Advisory Services first reported a position in XYL in Q3 2020 and has held it in 25 quarters since. The position peaked at $2M in Q4 2025. 547 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Kestra Advisory Services held 15,819 shares of Xylem worth $1.6M as of Q3 2026.
  • Kestra Advisory Services bought 4,088 Xylem shares in Q3 2026, an estimated $468K.
  • Xylem made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1618 holding.
  • Kestra Advisory Services first reported a position in Xylem in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Xylem position peaked at $2M in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.