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Larson Financial Group’s Xylem XYL Stock Holding History

Larson Financial Group’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 		$74.6K Sell
631
-223
-26% -$25.7K ﹤0.01% 1337
2026
Q1 		$102K Buy
854
+124
+17% +$16.3K ﹤0.01% 985
2025
Q4 		$99.4K Buy
730
+26
+4% +$3.74K ﹤0.01% 932
2025
Q3 		$104K Buy
704
+26
+4% +$3.61K ﹤0.01% 887
2025
Q2 		$87.7K Buy
678
+121
+22% +$14.7K ﹤0.01% 892
2025
Q1 		$66.6K Buy
557
+36
+7% +$4.46K ﹤0.01% 912
2024
Q4 		$60.5K Buy
521
+101
+24% +$12.8K ﹤0.01% 845
2024
Q3 		$56.7K Buy
420
+10
+2% +$1.34K ﹤0.01% 870
2024
Q2 		$55.6K Sell
410
-261
-39% -$35.5K ﹤0.01% 783
2024
Q1 		$86.7K Buy
671
+661
+6,610% +$79.9K 0.01% 571
2023
Q4 		$1.14K Hold
10
– – ﹤0.01% 1445
2023
Q3 		$910 Hold
10
– – ﹤0.01% 1503
2023
Q2 		$1.13K Hold
10
– – ﹤0.01% 1349
2023
Q1 		$1.05K Sell
10
-256
-96% -$26.7K ﹤0.01% 1335
2022
Q4 		$29.5K Hold
266
– – ﹤0.01% 619
2022
Q3 		$23K Buy
266
+256
+2,560% +$23.3K ﹤0.01% 608
2022
Q2 		$1K Buy
+10
New +$826 ﹤0.01% 1163
2022
Q1 		– Sell
-42
Closed -$5K – 1186
2021
Q4 		$5K Buy
+42
New +$5.21K ﹤0.01% 829

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

Larson Financial Group's XYL Position: Q2 2026 in Review

Larson Financial Group reduced its Xylem (XYL) stake by 26% in Q2 2026, selling an estimated $25.7K and leaving 631 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Larson Financial Group first reported a position in XYL in Q4 2021 and has held it in 18 quarters since. The position peaked at $104K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Larson Financial Group held 631 shares of Xylem worth $74.6K as of Q2 2026.
  • Larson Financial Group sold 223 Xylem shares in Q2 2026, an estimated $25.7K.
  • Xylem made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1337 holding.
  • Larson Financial Group first reported a position in Xylem in Q4 2021 and has held it in 18 quarters since.
  • Larson Financial Group's Xylem position peaked at $104K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.