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SageView Advisory Group’s Xylem XYL Stock Holding History

SageView 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
Q1 		– Sell
-555
Closed -$75.6K – 2476
2025
Q4 		$75.6K Sell
555
-2,330
-81% -$335K ﹤0.01% 917
2025
Q3 		$426K Buy
2,885
+8
+0.3% +$1.11K 0.01% 420
2025
Q2 		$381K Buy
2,877
+126
+5% +$15.3K 0.01% 434
2025
Q1 		$329K Sell
2,751
-39
-1% -$4.83K 0.01% 445
2024
Q4 		$324K Buy
2,790
+98
+4% +$12.4K 0.01% 441
2024
Q3 		$364K Buy
2,692
+27
+1% +$3.61K 0.02% 350
2024
Q2 		$361K Buy
+2,665
New +$363K 0.02% 398
2024
Q1 		– Sell
-2,669
Closed -$304K – 847
2023
Q4 		$304K Buy
+2,669
New +$266K 0.01% 508

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SageView Advisory Group's XYL Position: Q1 2026 in Review

SageView Advisory Group sold out of Xylem (XYL) in Q1 2026, closing a stake of 555 shares — an estimated $75.6K sold.

SageView Advisory Group first reported a position in XYL in Q4 2023 and held it in 8 quarters. The position peaked at $426K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • SageView Advisory Group reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 555 Xylem shares in Q1 2026, an estimated $75.6K.
  • SageView Advisory Group first reported a position in Xylem in Q4 2023 and held it in 8 quarters.
  • SageView Advisory Group's Xylem position peaked at $426K in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.