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Silver Oak Securities’s Xylem XYL Stock Holding History

Silver Oak Securities’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 		$265K Sell
2,241
-29
-1% -$3.35K 0.02% 678
2026
Q1 		$271K Sell
2,270
-320
-12% -$42K 0.02% 638
2025
Q4 		$356K Buy
2,590
+832
+47% +$120K 0.02% 568
2025
Q3 		$259K Buy
+1,758
New +$244K 0.02% 624

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

Silver Oak Securities's XYL Position: Q2 2026 in Review

Silver Oak Securities reduced its Xylem (XYL) stake by 1.3% in Q2 2026, selling an estimated $3.35K and leaving 2,241 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #678.

Silver Oak Securities first reported a position in XYL in Q3 2025 and has held it in 4 quarters since. The position peaked at $356K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Silver Oak Securities held 2,241 shares of Xylem worth $265K as of Q2 2026.
  • Silver Oak Securities sold 29 Xylem shares in Q2 2026, an estimated $3.35K.
  • Xylem made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #678 holding.
  • Silver Oak Securities first reported a position in Xylem in Q3 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's Xylem position peaked at $356K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.