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
Q3 		– Sell
-3,681
Closed -$435K – 2273
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% 742
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 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

Lido Advisors's XYL Position: Q3 2026 in Review

Lido Advisors sold out of Xylem (XYL) in Q3 2026, closing a stake of 3,681 shares — an estimated $435K sold.

Lido Advisors first reported a position in XYL in Q1 2023 and held it in 14 quarters. The position peaked at $1.05M in Q4 2025. 809 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Lido Advisors reported no remaining Xylem position as of Q3 2026 after selling out during the quarter.
  • Lido Advisors sold 3,681 Xylem shares in Q3 2026, an estimated $435K.
  • Lido Advisors first reported a position in Xylem in Q1 2023 and held it in 14 quarters.
  • Lido Advisors's Xylem position peaked at $1.05M in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.