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Sequoia Financial Advisors’s Xylem XYL Stock Holding History

Sequoia Financial 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 		$33.6M Sell
283,835
-81,439
-22% -$9.4M 0.17% 97
2026
Q1 		$43.7M Buy
365,274
+21,060
+6% +$2.76M 0.24% 74
2025
Q4 		$46.9M Buy
344,214
+13,938
+4% +$2M 0.26% 71
2025
Q3 		$48.7M Buy
330,276
+13,791
+4% +$1.91M 0.3% 66
2025
Q2 		$40.9M Buy
316,485
+20,077
+7% +$2.43M 0.28% 71
2025
Q1 		$35.4M Buy
296,408
+23,717
+9% +$2.94M 0.27% 80
2024
Q4 		$31.6M Buy
272,691
+14,174
+5% +$1.79M 0.3% 78
2024
Q3 		$34.9M Buy
258,517
+16,315
+7% +$2.18M 0.37% 66
2024
Q2 		$32.8M Buy
242,202
+93,984
+63% +$12.8M 0.4% 58
2024
Q1 		$19.2M Buy
148,218
+136,212
+1,135% +$16.5M 0.24% 89
2023
Q4 		$1.37M Buy
12,006
+9,636
+407% +$962K 0.02% 441
2023
Q3 		$216K Buy
2,370
+285
+14% +$29.4K ﹤0.01% 825
2023
Q2 		$235K Buy
+2,085
New +$220K ﹤0.01% 797
2023
Q1 		– Sell
-2,227
Closed -$246K – 883
2022
Q4 		$246K Buy
+2,227
New +$233K 0.01% 653
2020
Q1 		– Sell
-3,212
Closed -$253K – 420
2019
Q4 		$253K Hold
3,212
– – 0.02% 324
2019
Q3 		$256K Hold
3,212
– – 0.02% 302
2019
Q2 		$269K Hold
3,212
– – 0.02% 297
2019
Q1 		$254K Buy
3,212
+200
+7% +$14.6K 0.02% 304
2018
Q4 		$201K Hold
3,012
– – 0.02% 275
2018
Q3 		$241K Hold
3,012
– – 0.02% 268
2018
Q2 		$203K Hold
3,012
– – 0.02% 287
2018
Q1 		$232K Hold
3,012
– – 0.02% 261
2017
Q4 		$205K Buy
+3,012
New +$200K 0.02% 285

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 $413B AUM 44.57% 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

Sequoia Financial Advisors's XYL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Xylem (XYL) stake by 22% in Q2 2026, selling an estimated $9.4M and leaving 283,835 shares worth $33.6M. The position accounts for 0.17% of the portfolio, ranked #97.

Sequoia Financial Advisors first reported a position in XYL in Q4 2017 and has held it in 23 quarters since. The position peaked at $48.7M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Sequoia Financial Advisors held 283,835 shares of Xylem worth $33.6M as of Q2 2026.
  • Sequoia Financial Advisors sold 81,439 Xylem shares in Q2 2026, an estimated $9.4M.
  • Xylem made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • Sequoia Financial Advisors first reported a position in Xylem in Q4 2017 and has held it in 23 quarters since.
  • Sequoia Financial Advisors's Xylem position peaked at $48.7M in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.