Lido Advisors
XYL icon

Lido Advisors’s Xylem XYL Stock Holding History

Lido 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 		$435K Sell
3,681
-1,122
-23% -$130K ﹤0.01% 1557
2026
Q1 		$574K Sell
4,803
-2,372
-33% -$311K ﹤0.01% 1231
2025
Q4 		$1.05M Buy
7,175
+242
+3% +$34.8K ﹤0.01% 985
2025
Q3 		$1.02M Sell
6,933
-109
-2% -$15.1K ﹤0.01% 945
2025
Q2 		$911K Sell
7,042
-861
-11% -$104K ﹤0.01% 879
2025
Q1 		$944K Buy
7,903
+239
+3% +$29.6K ﹤0.01% 806
2024
Q4 		$889K Buy
7,664
+1,041
+16% +$132K ﹤0.01% 804
2024
Q3 		$894K Buy
6,623
+561
+9% +$75.1K ﹤0.01% 752
2024
Q2 		$822K Buy
6,062
+1,367
+29% +$186K ﹤0.01% 741
2024
Q1 		$607K Buy
4,695
+716
+18% +$86.5K ﹤0.01% 842
2023
Q4 		$455K Buy
3,979
+778
+24% +$77.6K ﹤0.01% 890
2023
Q3 		$291K Buy
3,201
+206
+7% +$21.2K ﹤0.01% 930
2023
Q2 		$337K Sell
2,995
-3,188
-52% -$337K ﹤0.01% 873
2023
Q1 		$647K Buy
+6,183
New +$646K 0.01% 597

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

Lido Advisors's XYL Position: Q2 2026 in Review

Lido Advisors reduced its Xylem (XYL) stake by 23% in Q2 2026, selling an estimated $130K and leaving 3,681 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Lido Advisors first reported a position in XYL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.05M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Lido Advisors held 3,681 shares of Xylem worth $435K as of Q2 2026.
  • Lido Advisors sold 1,122 Xylem shares in Q2 2026, an estimated $130K.
  • Xylem made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1557 holding.
  • Lido Advisors first reported a position in Xylem in Q1 2023 and has held it in 14 quarters since.
  • Lido Advisors's Xylem position peaked at $1.05M in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.