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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Perigon Wealth Management's XYL Position: Q2 2026 in Review

Perigon Wealth Management reduced its Xylem (XYL) stake by 20% in Q2 2026, selling an estimated $240K and leaving 8,559 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #591.

Perigon Wealth Management first reported a position in XYL in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.31M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Perigon Wealth Management held 8,559 shares of Xylem worth $1.01M as of Q2 2026.
  • Perigon Wealth Management sold 2,083 Xylem shares in Q2 2026, an estimated $240K.
  • Xylem made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #591 holding.
  • Perigon Wealth Management first reported a position in Xylem in Q4 2016 and has held it in 14 quarters since.
  • Perigon Wealth Management's Xylem position peaked at $1.31M in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.