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Legacy Wealth Partners (Colorado)’s Xylem XYL Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$395K Sell
3,339
-2,030
-38% -$234K 0.09% 126
2026
Q1 		$642K Buy
5,369
+3,115
+138% +$408K 0.16% 83
2025
Q4 		$307K Buy
+2,254
New +$324K 0.08% 139

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

Legacy Wealth Partners (Colorado)'s XYL Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Xylem (XYL) stake by 38% in Q2 2026, selling an estimated $234K and leaving 3,339 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #126.

Legacy Wealth Partners (Colorado) first reported a position in XYL in Q4 2025 and has held it in 3 quarters since. The position peaked at $642K in Q1 2026. 1,095 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 3,339 shares of Xylem worth $395K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 2,030 Xylem shares in Q2 2026, an estimated $234K.
  • Xylem made up 0.09% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #126 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Xylem in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Xylem position peaked at $642K in Q1 2026.
  • 1,095 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.