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LVW Advisors’s Xylem XYL Stock Holding History

LVW 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 		$217K Sell
1,835
-167
-8% -$19.3K 0.02% 427
2026
Q1 		$239K Sell
2,002
-123
-6% -$16.1K 0.02% 376
2025
Q4 		$289K Sell
2,125
-68
-3% -$9.78K 0.03% 282
2025
Q3 		$323K Buy
2,193
+173
+9% +$24K 0.03% 266
2025
Q2 		$261K Sell
2,020
-468
-19% -$56.7K 0.03% 282
2025
Q1 		$297K Sell
2,488
-293
-11% -$36.3K 0.04% 238
2024
Q4 		$323K Sell
2,781
-197
-7% -$24.9K 0.04% 238
2024
Q3 		$402K Sell
2,978
-19
-0.6% -$2.54K 0.05% 207
2024
Q2 		$406K Sell
2,997
-1,393
-32% -$190K 0.06% 195
2024
Q1 		$567K Buy
4,390
+269
+7% +$32.5K 0.1% 152
2023
Q4 		$471K Buy
+4,121
New +$411K 0.09% 163

Other funds holding XYL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

LVW Advisors's XYL Position: Q2 2026 in Review

LVW Advisors reduced its Xylem (XYL) stake by 8.3% in Q2 2026, selling an estimated $19.3K and leaving 1,835 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #427.

LVW Advisors first reported a position in XYL in Q4 2023 and has held it in 11 quarters since. The position peaked at $567K in Q1 2024. 399 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • LVW Advisors held 1,835 shares of Xylem worth $217K as of Q2 2026.
  • LVW Advisors sold 167 Xylem shares in Q2 2026, an estimated $19.3K.
  • Xylem made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #427 holding.
  • LVW Advisors first reported a position in Xylem in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's Xylem position peaked at $567K in Q1 2024.
  • 399 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.