Sax Wealth Advisors’s Xylem XYL Stock Holding History

Sax 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	$521K	Buy	4,358 +15	+0.3%	+$1.73K	0.02%	333
2026 Q1	$591K	Hold	4,343	–	–	0.03%	263
2025 Q4	$591K	Sell	4,343 -142	-3%	-$20.4K	0.03%	270
2025 Q3	$662K	Sell	4,485 -290	-6%	-$40.2K	0.04%	232
2025 Q2	$618K	Sell	4,775 -36	-0.7%	-$4.36K	0.04%	229
2025 Q1	$575K	Buy	+4,811	New	+$596K	0.04%	201

Other funds holding XYL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Sax Wealth Advisors increased its Xylem (XYL) stake by 0.35% in Q2 2026, buying an estimated $1.73K and bringing the position to 4,358 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #333.

Sax Wealth Advisors first reported a position in XYL in Q1 2025 and has held it in 6 quarters since. The position peaked at $662K in Q3 2025. 195 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Sax Wealth Advisors held 4,358 shares of Xylem worth $521K as of Q2 2026.
Sax Wealth Advisors bought 15 Xylem shares in Q2 2026, an estimated $1.73K.
Xylem made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #333 holding.
Sax Wealth Advisors first reported a position in Xylem in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's Xylem position peaked at $662K in Q3 2025.
195 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.