Steward Partners Investment Advisory’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.07M Sell
25,966
-1,616
-6% -$187K 0.02% 747
2026
Q1
$3.3M Buy
27,582
+1,322
+5% +$173K 0.02% 671
2025
Q4
$3.58M Buy
26,260
+183
+0.7% +$26.3K 0.02% 579
2025
Q3
$3.85M Buy
26,077
+4,417
+20% +$613K 0.02% 547
2025
Q2
$2.8M Buy
21,660
+1,332
+7% +$161K 0.02% 592
2025
Q1
$2.43M Buy
20,328
+619
+3% +$76.7K 0.02% 604
2024
Q4
$2.29M Buy
19,709
+2,298
+13% +$291K 0.02% 592
2024
Q3
$2.35M Buy
17,411
+195
+1% +$26.1K 0.02% 578
2024
Q2
$2.34M Buy
17,216
+664
+4% +$90.3K 0.02% 536
2024
Q1
$2.14M Buy
16,552
+52
+0.3% +$6.28K 0.02% 567
2023
Q4
$1.89M Sell
16,500
-60
-0.4% -$5.99K 0.03% 521
2023
Q3
$1.51M Buy
16,560
+367
+2% +$37.9K 0.02% 541
2023
Q2
$1.82M Buy
16,193
+4,384
+37% +$464K 0.03% 507
2023
Q1
$1.24M Buy
11,809
+42
+0.4% +$4.39K 0.02% 626
2022
Q4
$1.3M Sell
11,767
-140
-1% -$14.7K 0.02% 579
2022
Q3
$1.04M Buy
11,907
+256
+2% +$23.3K 0.02% 613
2022
Q2
$911K Buy
11,651
+1,127
+11% +$93.1K 0.02% 663
2022
Q1
$897K Buy
10,524
+461
+5% +$44.2K 0.01% 712
2021
Q4
$1.21M Buy
10,063
+158
+2% +$19.6K 0.02% 635
2021
Q3
$1.23M Buy
9,905
+167
+2% +$21.5K 0.02% 602
2021
Q2
$1.17M Sell
9,738
-6,270
-39% -$716K 0.02% 616
2021
Q1
$1.68M Buy
16,008
+6,582
+70% +$667K 0.03% 482
2020
Q4
$960K Sell
9,426
-202
-2% -$19K 0.02% 568
2020
Q3
$810K Sell
9,628
-1,513
-14% -$118K 0.02% 541
2020
Q2
$724K Buy
11,141
+2,214
+25% +$146K 0.02% 534
2020
Q1
$581K Sell
8,927
-231
-3% -$18.2K 0.02% 529
2019
Q4
$721K Buy
9,158
+572
+7% +$44.5K 0.02% 535
2019
Q3
$683K Buy
8,586
+1,762
+26% +$138K 0.02% 507
2019
Q2
$570K Buy
+6,824
New +$544K 0.02% 523
2018
Q4
Sell
-268
Closed -$21K 2203
2018
Q3
$21K Buy
268
+1
+0.4% +$75 ﹤0.01% 1544
2018
Q2
$18K Buy
267
+98
+58% +$7.12K ﹤0.01% 1516
2018
Q1
$13K Buy
169
+1
+0.6% +$74 ﹤0.01% 1498
2017
Q4
$11K Hold
168
﹤0.01% 1330
2017
Q3
$10K Hold
168
﹤0.01% 1116
2017
Q2
$9K Hold
168
﹤0.01% 1086
2017
Q1
$8K Buy
+168
New +$8.19K ﹤0.01% 1011

Other funds holding XYL

Steward Partners Investment Advisory's XYL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Xylem (XYL) stake by 5.9% in Q2 2026, selling an estimated $187K and leaving 25,966 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #747.

Steward Partners Investment Advisory first reported a position in XYL in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.85M in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Steward Partners Investment Advisory held 25,966 shares of Xylem worth $3.07M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,616 Xylem shares in Q2 2026, an estimated $187K.
  • Xylem made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #747 holding.
  • Steward Partners Investment Advisory first reported a position in Xylem in Q1 2017 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's Xylem position peaked at $3.85M in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.