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Pine Harbor Wealth Management’s Xylem XYL Stock Holding History

Pine Harbor 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 		– Sell
-1,711
Closed -$233K – 112
2025
Q4 		$233K Buy
1,711
+5
+0.3% +$719 0.07% 99
2025
Q3 		$252K Buy
1,706
+5
+0.3% +$693 0.08% 95
2025
Q2 		$220K Buy
+1,701
New +$206K 0.08% 97

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Pine Harbor Wealth Management's XYL Position: Q1 2026 in Review

Pine Harbor Wealth Management sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,711 shares — an estimated $233K sold.

Pine Harbor Wealth Management first reported a position in XYL in Q2 2025 and held it in 3 quarters. The position peaked at $252K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Pine Harbor Wealth Management reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 1,711 Xylem shares in Q1 2026, an estimated $233K.
  • Pine Harbor Wealth Management first reported a position in Xylem in Q2 2025 and held it in 3 quarters.
  • Pine Harbor Wealth Management's Xylem position peaked at $252K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.