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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Summit Trail Advisors's XYL Position: Q1 2026 in Review

Summit Trail Advisors increased its Xylem (XYL) stake by 18% in Q1 2026, buying an estimated $310K and bringing the position to 15,215 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #598.

Summit Trail Advisors first reported a position in XYL in Q4 2017 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Summit Trail Advisors held 15,215 shares of Xylem worth $1.82M as of Q1 2026.
  • Summit Trail Advisors bought 2,364 Xylem shares in Q1 2026, an estimated $310K.
  • Xylem made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #598 holding.
  • Summit Trail Advisors first reported a position in Xylem in Q4 2017 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.