PWA
XYL icon

Provenance Wealth Advisors’s Xylem XYL Stock Holding History

Provenance Wealth Advisors’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 		$473 Buy
+4
New +$462 ﹤0.01% 579
2025
Q1 		– Sell
-900
Closed -$104K – 586
2024
Q4 		$104K Hold
900
– – 0.01% 184
2024
Q3 		$122K Hold
900
– – 0.02% 173
2024
Q2 		$122K Hold
900
– – 0.02% 165
2024
Q1 		$116K Hold
900
– – 0.02% 171
2023
Q4 		$103K Hold
900
– – 0.01% 161
2023
Q3 		$81.9K Buy
+900
New +$92.8K 0.01% 152

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

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

Provenance Wealth Advisors opened a new position in Xylem (XYL) in Q2 2026: 4 shares worth $473. The stake represents ﹤0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in XYL as recently as Q4 2024.

Provenance Wealth Advisors first reported a position in XYL in Q3 2023 and has held it in 7 quarters since. The position peaked at $122K in Q2 2024. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Provenance Wealth Advisors held 4 shares of Xylem worth $473 as of Q2 2026.
  • Xylem was a new Provenance Wealth Advisors position in Q2 2026.
  • Xylem made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #579 holding.
  • Provenance Wealth Advisors first reported a position in Xylem in Q3 2023 and has held it in 7 quarters since.
  • Provenance Wealth Advisors's Xylem position peaked at $122K in Q2 2024.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.