SOA Wealth Advisors’s Xylem XYL Stock Holding History

SOA 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	$251	Sell	2 -1	-33%	-$115	﹤0.01%	842
2026 Q1	$379	Hold	3	–	–	﹤0.01%	788
2025 Q4	$431	Hold	3	–	–	﹤0.01%	786
2025 Q3	$465	Hold	3	–	–	﹤0.01%	806
2025 Q2	$407	Hold	3	–	–	﹤0.01%	789
2025 Q1	$374	Hold	3	–	–	﹤0.01%	801
2024 Q4	$362	Hold	3	–	–	﹤0.01%	795
2024 Q3	$421	Hold	3	–	–	﹤0.01%	757
2024 Q2	$421	Sell	3 -3	-50%	-$408	﹤0.01%	774
2024 Q1	$788	Hold	6	–	–	﹤0.01%	783
2023 Q4	$696	Hold	6	–	–	﹤0.01%	781
2023 Q3	$553	Hold	6	–	–	﹤0.01%	816
2023 Q2	$683	Hold	6	–	–	﹤0.01%	809
2023 Q1	$634	Hold	6	–	–	﹤0.01%	826
2022 Q4	$669	Sell	6 -3	-33%	-$314	﹤0.01%	829
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1010
2022 Q2	$0	Sell	9 -229	-96%	-$18.9K	﹤0.01%	1055
2022 Q1	$20K	Hold	238	–	–	﹤0.01%	471
2021 Q4	$28K	Hold	238	–	–	0.01%	391
2021 Q3	$29K	Sell	238 -3	-1%	-$386	0.01%	390
2021 Q2	$28K	Buy	241 +91	+61%	+$10.4K	0.01%	403
2021 Q1	$15K	Sell	150 -14	-9%	-$1.42K	﹤0.01%	451
2020 Q4	$16K	Buy	+164	New	+$15.4K	﹤0.01%	445

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

SOA Wealth Advisors reduced its Xylem (XYL) stake by 33% in Q2 2026, selling an estimated $115 and leaving 2 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #842.

SOA Wealth Advisors first reported a position in XYL in Q4 2020 and has held it in 23 quarters since. The position peaked at $29K in Q3 2021. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

SOA Wealth Advisors held 2 shares of Xylem worth $251 as of Q2 2026.
SOA Wealth Advisors sold 1 Xylem share in Q2 2026, an estimated $115.
Xylem made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #842 holding.
SOA Wealth Advisors first reported a position in Xylem in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Xylem position peaked at $29K in Q3 2021.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.