Lido Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Lido Advisors's XYL Position: Q1 2026 in Review

Lido Advisors reduced its Xylem (XYL) stake by 33% in Q1 2026, selling an estimated $311K and leaving 4,803 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Lido Advisors first reported a position in XYL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Lido Advisors held 4,803 shares of Xylem worth $574K as of Q1 2026.
  • Lido Advisors sold 2,372 Xylem shares in Q1 2026, an estimated $311K.
  • Xylem made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1231 holding.
  • Lido Advisors first reported a position in Xylem in Q1 2023 and has held it in 13 quarters since.
  • Lido Advisors's Xylem position peaked at $1.05M in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.