Lloyd Advisory Services’s Xylem XYL Stock Holding History

Lloyd Advisory Services’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	–	Sell	-150	Closed	-$18K	–	1034
2026 Q1	$18K	Buy	+150	New	+$19.7K	0.01%	406

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Lloyd Advisory Services's XYL Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Xylem (XYL) in Q2 2026, closing a stake of 150 shares — an estimated $18K sold.

Lloyd Advisory Services first reported a position in XYL in Q1 2026 and held it in 1 quarter. The position peaked at $18K in Q1 2026. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Lloyd Advisory Services reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 150 Xylem shares in Q2 2026, an estimated $18K.
Lloyd Advisory Services first reported a position in Xylem in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Xylem position peaked at $18K in Q1 2026.
1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.