Pinnacle Wealth Management Advisory Group’s Xylem XYL Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$222K	Sell	1,877 -16	-0.8%	-$1.85K	0.01%	503
2026 Q1	$226K	Buy	+1,893	New	+$248K	0.02%	482
2025 Q2	–	Sell	-3,587	Closed	-$429K	–	387
2025 Q1	$429K	Buy	3,587 +218	+6%	+$27K	0.04%	231
2024 Q4	$391K	Sell	3,369 -40	-1%	-$5.06K	0.04%	242
2024 Q3	$460K	Sell	3,409 -196	-5%	-$26.2K	0.04%	214
2024 Q2	$489K	Buy	3,605 +20	+0.6%	+$2.72K	0.05%	198
2024 Q1	$463K	Sell	3,585 -248	-6%	-$30K	0.05%	201
2023 Q4	$438K	Buy	3,833 +315	+9%	+$31.4K	0.05%	203
2023 Q3	$320K	Sell	3,518 -90	-2%	-$9.28K	0.04%	224
2023 Q2	$406K	Buy	+3,608	New	+$382K	0.05%	205

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's XYL Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Xylem (XYL) stake by 0.85% in Q2 2026, selling an estimated $1.85K and leaving 1,877 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #503.

Pinnacle Wealth Management Advisory Group first reported a position in XYL in Q2 2023 and has held it in 10 quarters since. The position peaked at $489K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,877 shares of Xylem worth $222K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 16 Xylem shares in Q2 2026, an estimated $1.85K.
Xylem made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #503 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Xylem in Q2 2023 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Xylem position peaked at $489K in Q2 2024.
1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.