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Phoenix Financial’s Xylem XYL Stock Holding History

Phoenix Financial’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 		$306K Sell
2,591
-2,158
-45% -$249K ﹤0.01% 429
2026
Q1 		$567K Buy
4,749
+576
+14% +$75.5K 0.01% 288
2025
Q4 		$568K Buy
4,173
+162
+4% +$23.3K 0.01% 284
2025
Q3 		$592K Buy
+4,011
New +$556K 0.01% 275
2025
Q2 		– Sell
-3,758
Closed -$451K – 457
2025
Q1 		$451K Buy
+3,758
New +$466K 0.01% 262
2024
Q4 		– Sell
-3,862
Closed -$522K – 406
2024
Q3 		$522K Buy
3,862
+57
+1% +$7.63K 0.01% 248
2024
Q2 		$518K Sell
3,805
-655
-15% -$89.1K 0.01% 246
2024
Q1 		$575K Sell
4,460
-578
-11% -$69.8K 0.01% 258
2023
Q4 		$583K Buy
+5,038
New +$503K 0.01% 236
2022
Q4 		– Sell
-5,404
Closed -$481K – 353
2022
Q3 		$481K Sell
5,404
-406
-7% -$36.9K 0.01% 248
2022
Q2 		$448K Sell
5,810
-466
-7% -$38.5K 0.01% 286
2022
Q1 		$538K Buy
6,276
+560
+10% +$53.7K 0.01% 287
2021
Q4 		$679K Sell
5,716
-474
-8% -$58.8K 0.01% 259
2021
Q3 		$788K Buy
+6,190
New +$797K 0.01% 288
2021
Q2 		– Sell
-5,056
Closed -$530K – 429
2021
Q1 		$530K Buy
5,056
+841
+20% +$85.3K 0.01% 309
2020
Q4 		$423K Buy
4,215
+1,065
+34% +$100K 0.01% 267
2020
Q3 		$249K Buy
+3,150
New +$245K 0.01% 273

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 $3.38T AUM 44.17% 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

Phoenix Financial's XYL Position: Q2 2026 in Review

Phoenix Financial reduced its Xylem (XYL) stake by 45% in Q2 2026, selling an estimated $249K and leaving 2,591 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Phoenix Financial first reported a position in XYL in Q3 2020 and has held it in 17 quarters since. The position peaked at $788K in Q3 2021. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Phoenix Financial held 2,591 shares of Xylem worth $306K as of Q2 2026.
  • Phoenix Financial sold 2,158 Xylem shares in Q2 2026, an estimated $249K.
  • Xylem made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #429 holding.
  • Phoenix Financial first reported a position in Xylem in Q3 2020 and has held it in 17 quarters since.
  • Phoenix Financial's Xylem position peaked at $788K in Q3 2021.
  • 1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

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