LVW Advisors
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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
Q3 		– Sell
-1,835
Closed -$217K – 511
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% -$9.8K 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LVW Advisors's XYL Position: Q3 2026 in Review

LVW Advisors sold out of Xylem (XYL) in Q3 2026, closing a stake of 1,835 shares — an estimated $217K sold.

LVW Advisors first reported a position in XYL in Q4 2023 and held it in 11 quarters. The position peaked at $567K in Q1 2024. 323 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • LVW Advisors reported no remaining Xylem position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 1,835 Xylem shares in Q3 2026, an estimated $217K.
  • LVW Advisors first reported a position in Xylem in Q4 2023 and held it in 11 quarters.
  • LVW Advisors's Xylem position peaked at $567K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.