Orion Capital Management’s Xylem XYL Stock Holding History

Orion Capital Management’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	$35.5K	Sell	300 -222	-43%	-$25.6K	0.01%	313
2026 Q1	$62.4K	Hold	522	–	–	0.02%	246
2025 Q4	$71.1K	Hold	522	–	–	0.02%	234
2025 Q3	$77K	Hold	522	–	–	0.03%	226
2025 Q2	$67.5K	Hold	522	–	–	0.03%	214
2025 Q1	$62.4K	Hold	522	–	–	0.03%	221
2024 Q4	$60.6K	Buy	+522	New	+$66K	0.03%	221
2024 Q3	–	Sell	-522	Closed	-$70.8K	–	432
2024 Q2	$70.8K	Hold	522	–	–	0.04%	188
2024 Q1	$67.5K	Hold	522	–	–	0.04%	202
2023 Q4	$59.7K	Hold	522	–	–	0.04%	214
2023 Q3	$47.5K	Buy	+522	New	+$53.8K	0.03%	233
2023 Q2	–	Sell	-304	Closed	-$31.8K	–	436
2023 Q1	$31.8K	Buy	+304	New	+$31.7K	0.02%	265

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

Orion Capital Management's XYL Position: Q2 2026 in Review

Orion Capital Management reduced its Xylem (XYL) stake by 43% in Q2 2026, selling an estimated $25.6K and leaving 300 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #313.

Orion Capital Management first reported a position in XYL in Q1 2023 and has held it in 12 quarters since. The position peaked at $77K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Orion Capital Management held 300 shares of Xylem worth $35.5K as of Q2 2026.
Orion Capital Management sold 222 Xylem shares in Q2 2026, an estimated $25.6K.
Xylem made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #313 holding.
Orion Capital Management first reported a position in Xylem in Q1 2023 and has held it in 12 quarters since.
Orion Capital Management's Xylem position peaked at $77K in Q3 2025.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.