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Summit Trail Advisors’s Xylem XYL Stock Holding History

Summit Trail 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 		$2.48M Buy
20,950
+5,735
+38% +$662K 0.03% 467
2026
Q1 		$1.82M Buy
15,215
+2,364
+18% +$310K 0.03% 598
2025
Q4 		$1.75M Buy
12,851
+1,774
+16% +$255K 0.03% 490
2025
Q3 		$1.63M Buy
11,077
+8,201
+285% +$1.14M 0.02% 549
2025
Q2 		$372K Buy
+2,876
New +$348K 0.01% 834
2018
Q1 		– Sell
-113
Closed -$8K – 1693
2017
Q4 		$8K Buy
+113
New +$7.5K ﹤0.01% 1290

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

Summit Trail Advisors's XYL Position: Q2 2026 in Review

Summit Trail Advisors increased its Xylem (XYL) stake by 38% in Q2 2026, buying an estimated $662K and bringing the position to 20,950 shares worth $2.48M. The position accounts for 0.03% of the portfolio, ranked #467.

Summit Trail Advisors first reported a position in XYL in Q4 2017 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Summit Trail Advisors held 20,950 shares of Xylem worth $2.48M as of Q2 2026.
  • Summit Trail Advisors bought 5,735 Xylem shares in Q2 2026, an estimated $662K.
  • Xylem made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #467 holding.
  • Summit Trail Advisors first reported a position in Xylem in Q4 2017 and has held it in 6 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.