Portus Wealth Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5
Closed -$598 546
2026
Q1
$598 Buy
+5
New +$656 ﹤0.01% 459

Other funds holding XYL

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

Portus Wealth Advisors sold out of Xylem (XYL) in Q2 2026, closing a stake of 5 shares — an estimated $598 sold.

Portus Wealth Advisors first reported a position in XYL in Q1 2026 and held it in 1 quarter. The position peaked at $598 in Q1 2026. 1,096 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 5 Xylem shares in Q2 2026, an estimated $598.
  • Portus Wealth Advisors first reported a position in Xylem in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Xylem position peaked at $598 in Q1 2026.
  • 1,096 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.