Principia Wealth Advisory’s Xylem XYL Stock Holding History

Principia Wealth Advisory’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	$709	Buy	6 +3	+100%	+$346	﹤0.01%	826
2026 Q1	$359	Sell	3 -2	-40%	-$262	﹤0.01%	894
2025 Q4	$681	Hold	5	–	–	﹤0.01%	763
2025 Q3	$738	Buy	5 +2	+67%	+$277	﹤0.01%	716
2025 Q2	$388	Sell	3 -1	-25%	-$121	﹤0.01%	793
2025 Q1	$442	Sell	4 -5	-56%	-$620	﹤0.01%	604
2024 Q4	$1.04K	Buy	+9	New	+$1.14K	﹤0.01%	358

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

Principia Wealth Advisory's XYL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Xylem (XYL) stake by 100% in Q2 2026, buying an estimated $346 and bringing the position to 6 shares worth $709. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Principia Wealth Advisory first reported a position in XYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Principia Wealth Advisory held 6 shares of Xylem worth $709 as of Q2 2026.
Principia Wealth Advisory bought 3 Xylem shares in Q2 2026, an estimated $346.
Xylem made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #826 holding.
Principia Wealth Advisory first reported a position in Xylem in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Xylem position peaked at $1.04K in Q4 2024.
1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.