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SFMG Wealth Advisors’s Xylem XYL Stock Holding History

SFMG 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 		$203K Buy
+1,716
New +$198K 0.01% 312
2022
Q1 		– Sell
-2,279
Closed -$273K – 328
2021
Q4 		$273K Sell
2,279
-91
-4% -$11.3K 0.03% 217
2021
Q3 		$293K Hold
2,370
– – 0.03% 197
2021
Q2 		$284K Buy
2,370
+423
+22% +$48.3K 0.03% 204
2021
Q1 		$205K Buy
+1,947
New +$197K 0.02% 222

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

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

SFMG Wealth Advisors opened a new position in Xylem (XYL) in Q2 2026: 1,716 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in XYL as recently as Q4 2021.

SFMG Wealth Advisors first reported a position in XYL in Q1 2021 and has held it in 5 quarters since. The position peaked at $293K in Q3 2021. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • SFMG Wealth Advisors held 1,716 shares of Xylem worth $203K as of Q2 2026.
  • Xylem was a new SFMG Wealth Advisors position in Q2 2026.
  • Xylem made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #312 holding.
  • SFMG Wealth Advisors first reported a position in Xylem in Q1 2021 and has held it in 5 quarters since.
  • SFMG Wealth Advisors's Xylem position peaked at $293K in Q3 2021.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.