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Physician Wealth Advisors’s Xylem XYL Stock Holding History

Physician Wealth Advisors’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 		$8.28K Buy
70
+1
+1% +$115 ﹤0.01% 923
2026
Q1 		$8.25K Buy
69
+11
+19% +$1.44K ﹤0.01% 856
2025
Q4 		$7.9K Sell
58
-18
-24% -$2.59K ﹤0.01% 841
2025
Q3 		$11.2K Buy
76
+63
+485% +$8.74K ﹤0.01% 728
2025
Q2 		$1.68K Buy
+13
New +$1.57K ﹤0.01% 1116

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Physician Wealth Advisors's XYL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Xylem (XYL) stake by 1.4% in Q2 2026, buying an estimated $115 and bringing the position to 70 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Physician Wealth Advisors first reported a position in XYL in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.2K in Q3 2025. 205 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Physician Wealth Advisors held 70 shares of Xylem worth $8.28K as of Q2 2026.
  • Physician Wealth Advisors bought 1 Xylem share in Q2 2026, an estimated $115.
  • Xylem made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #923 holding.
  • Physician Wealth Advisors first reported a position in Xylem in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Xylem position peaked at $11.2K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.