Perigon Wealth Management
XYL icon

Perigon Wealth Management’s Xylem XYL Stock Holding History

Perigon Wealth 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
Q3 		$1.09M Buy
10,733
+2,174
+25% +$249K 0.02% 575
2026
Q2 		$1.01M Sell
8,559
-2,083
-20% -$240K 0.02% 591
2026
Q1 		$1.27M Buy
10,642
+1,045
+11% +$137K 0.02% 462
2025
Q4 		$1.31M Buy
9,597
+7,101
+284% +$1.02M 0.02% 465
2025
Q3 		$368K Buy
2,496
+654
+36% +$90.7K 0.01% 870
2025
Q2 		$238K Sell
1,842
-17
-0.9% -$2.06K 0.01% 932
2025
Q1 		$222K Buy
1,859
+7
+0.4% +$867 0.01% 927
2024
Q4 		$220K Sell
1,852
-424
-19% -$53.6K 0.01% 935
2024
Q3 		$307K Buy
+2,276
New +$305K 0.01% 779
2024
Q1 		– Sell
-2,012
Closed -$230K – 934
2023
Q4 		$230K Buy
+2,012
New +$201K 0.01% 750
2023
Q3 		– Sell
-2,264
Closed -$255K – 825
2023
Q2 		$255K Buy
+2,264
New +$239K 0.01% 666
2021
Q1 		– Sell
-652
Closed -$66K – 1058
2020
Q4 		$66K Buy
+652
New +$61.3K 0.01% 660
2017
Q3 		– Sell
-13,734
Closed -$761K – 725
2017
Q2 		$761K Buy
13,734
+336
+3% +$17.5K 0.17% 139
2017
Q1 		$673K Buy
13,398
+1,407
+12% +$68.6K 0.14% 149
2016
Q4 		$586K Buy
+11,991
New +$608K 0.13% 158

Other funds holding XYL

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
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Perigon Wealth Management's XYL Position: Q3 2026 in Review

Perigon Wealth Management increased its Xylem (XYL) stake by 25% in Q3 2026, buying an estimated $249K and bringing the position to 10,733 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #575.

Perigon Wealth Management first reported a position in XYL in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.31M in Q4 2025. 240 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Perigon Wealth Management held 10,733 shares of Xylem worth $1.09M as of Q3 2026.
  • Perigon Wealth Management bought 2,174 Xylem shares in Q3 2026, an estimated $249K.
  • Xylem made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #575 holding.
  • Perigon Wealth Management first reported a position in Xylem in Q4 2016 and has held it in 15 quarters since.
  • Perigon Wealth Management's Xylem position peaked at $1.31M in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.