Optas LLC’s Xylem XYL Stock Holding History

Optas LLC’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	-2,049	Closed	-$245K	–	557
2026 Q1	$245K	Sell	2,049 -199	-9%	-$26.1K	0.04%	375
2025 Q4	$306K	Buy	+2,248	New	+$323K	0.05%	295

Other funds holding XYL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Optas LLC's XYL Position: Q2 2026 in Review

Optas LLC sold out of Xylem (XYL) in Q2 2026, closing a stake of 2,049 shares — an estimated $245K sold.

Optas LLC first reported a position in XYL in Q4 2025 and held it in 2 quarters. The position peaked at $306K in Q4 2025. 241 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Optas LLC reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
Optas LLC sold 2,049 Xylem shares in Q2 2026, an estimated $245K.
Optas LLC first reported a position in Xylem in Q4 2025 and held it in 2 quarters.
Optas LLC's Xylem position peaked at $306K in Q4 2025.
241 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.