Spinnaker Trust’s Xylem XYL Stock Holding History

Spinnaker Trust’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 Q1	–	Sell	-1,550	Closed	-$211K	–	297
2025 Q4	$211K	Hold	1,550	–	–	0.01%	288
2025 Q3	$229K	Sell	1,550 -100	-6%	-$13.9K	0.01%	280
2025 Q2	$213K	Buy	+1,650	New	+$200K	0.01%	285

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

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

Amundi Paris, France $416B AUM 44.19% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Spinnaker Trust's XYL Position: Q1 2026 in Review

Spinnaker Trust sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,550 shares — an estimated $211K sold.

Spinnaker Trust first reported a position in XYL in Q2 2025 and held it in 3 quarters. The position peaked at $229K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Spinnaker Trust reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
Spinnaker Trust sold 1,550 Xylem shares in Q1 2026, an estimated $211K.
Spinnaker Trust first reported a position in Xylem in Q2 2025 and held it in 3 quarters.
Spinnaker Trust's Xylem position peaked at $229K in Q3 2025.
1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.