Oxford Financial Group’s Xylem XYL Stock Holding History

Oxford Financial Group’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	-3,909	Closed	-$467K	–	323
2026 Q1	$467K	Buy	+3,909	New	+$513K	0.03%	170

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 $416B AUM 44.19% 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

Oxford Financial Group's XYL Position: Q2 2026 in Review

Oxford Financial Group sold out of Xylem (XYL) in Q2 2026, closing a stake of 3,909 shares — an estimated $467K sold.

Oxford Financial Group first reported a position in XYL in Q1 2026 and held it in 1 quarter. The position peaked at $467K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Oxford Financial Group reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 3,909 Xylem shares in Q2 2026, an estimated $467K.
Oxford Financial Group first reported a position in Xylem in Q1 2026 and held it in 1 quarter.
Oxford Financial Group's Xylem position peaked at $467K in Q1 2026.
1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.