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Premier Path Wealth Partners’s Xylem XYL Stock Holding History

Premier Path Wealth Partners’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 		$276K Sell
2,333
-304
-12% -$35.1K 0.03% 370
2026
Q1 		$315K Sell
2,637
-160
-6% -$21K 0.04% 337
2025
Q4 		$381K Sell
2,797
-15
-0.5% -$2.16K 0.05% 283
2025
Q3 		$415K Buy
2,812
+35
+1% +$4.85K 0.05% 282
2025
Q2 		$359K Sell
2,777
-191
-6% -$23.1K 0.05% 294
2025
Q1 		$355K Buy
2,968
+59
+2% +$7.31K 0.06% 277
2024
Q4 		$338K Sell
2,909
-14
-0.5% -$1.77K 0.05% 284
2024
Q3 		$395K Sell
2,923
-23
-0.8% -$3.08K 0.06% 261
2024
Q2 		$400K Buy
2,946
+3
+0.1% +$408 0.07% 255
2024
Q1 		$380K Buy
2,943
+8
+0.3% +$967 0.07% 240
2023
Q4 		$336K Buy
+2,935
New +$293K 0.07% 236

Other funds holding XYL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Premier Path Wealth Partners's XYL Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Xylem (XYL) stake by 12% in Q2 2026, selling an estimated $35.1K and leaving 2,333 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #370.

Premier Path Wealth Partners first reported a position in XYL in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q3 2025. 399 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Premier Path Wealth Partners held 2,333 shares of Xylem worth $276K as of Q2 2026.
  • Premier Path Wealth Partners sold 304 Xylem shares in Q2 2026, an estimated $35.1K.
  • Xylem made up 0.03% of Premier Path Wealth Partners's portfolio in Q2 2026, its #370 holding.
  • Premier Path Wealth Partners first reported a position in Xylem in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Xylem position peaked at $415K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.