TWM
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Thrive Wealth Management’s Xylem XYL Stock Holding History

Thrive Wealth Management’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 		$595K Buy
5,032
+104
+2% +$12K 0.08% 122
2026
Q1 		$589K Sell
4,928
-87
-2% -$11.4K 0.09% 109
2025
Q4 		$683K Buy
5,015
+5
+0.1% +$719 0.1% 103
2025
Q3 		$739K Buy
5,010
+55
+1% +$7.63K 0.11% 101
2025
Q2 		$641K Sell
4,955
-87
-2% -$10.5K 0.1% 103
2025
Q1 		$602K Sell
5,042
-470
-9% -$58.2K 0.12% 96
2024
Q4 		$640K Sell
5,512
-260
-5% -$32.9K 0.12% 98
2024
Q3 		$779K Sell
5,772
-117
-2% -$15.7K 0.14% 84
2024
Q2 		$799K Sell
5,889
-14
-0.2% -$1.91K 0.16% 79
2024
Q1 		$763K Buy
5,903
+37
+0.6% +$4.47K 0.16% 81
2023
Q4 		$671K Buy
5,866
+185
+3% +$18.5K 0.15% 87
2023
Q3 		$517K Buy
5,681
+266
+5% +$27.4K 0.14% 96
2023
Q2 		$610K Sell
5,415
-171
-3% -$18.1K 0.16% 84
2023
Q1 		$585K Buy
5,586
+456
+9% +$47.6K 0.15% 85
2022
Q4 		$567K Sell
5,130
-211
-4% -$22.1K 0.16% 80
2022
Q3 		$467K Buy
5,341
+1,179
+28% +$107K 0.16% 84
2022
Q2 		$325K Buy
4,162
+1,070
+35% +$88.3K 0.11% 110
2022
Q1 		$264K Buy
3,092
+179
+6% +$17.1K 0.08% 131
2021
Q4 		$349K Buy
+2,913
New +$362K 0.12% 112

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Thrive Wealth Management's XYL Position: Q2 2026 in Review

Thrive Wealth Management increased its Xylem (XYL) stake by 2.1% in Q2 2026, buying an estimated $12K and bringing the position to 5,032 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #122.

Thrive Wealth Management first reported a position in XYL in Q4 2021 and has held it in 19 quarters since. The position peaked at $799K in Q2 2024. 141 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Thrive Wealth Management held 5,032 shares of Xylem worth $595K as of Q2 2026.
  • Thrive Wealth Management bought 104 Xylem shares in Q2 2026, an estimated $12K.
  • Xylem made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #122 holding.
  • Thrive Wealth Management first reported a position in Xylem in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Xylem position peaked at $799K in Q2 2024.
  • 141 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.