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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Perigon Wealth Management's XYL Position: Q1 2026 in Review

Perigon Wealth Management increased its Xylem (XYL) stake by 11% in Q1 2026, buying an estimated $137K and bringing the position to 10,642 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #462.

Perigon Wealth Management first reported a position in XYL in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.31M in Q4 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Perigon Wealth Management held 10,642 shares of Xylem worth $1.27M as of Q1 2026.
Perigon Wealth Management bought 1,045 Xylem shares in Q1 2026, an estimated $137K.
Xylem made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #462 holding.
Perigon Wealth Management first reported a position in Xylem in Q4 2016 and has held it in 13 quarters since.
Perigon Wealth Management's Xylem position peaked at $1.31M in Q4 2025.
1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.