Twin Peaks Wealth Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$29.1K Buy
+243
New +$31.9K 0.01% 586
2025
Q3
Sell
-86
Closed -$12.4K 2196
2025
Q2
$12.4K Buy
+86
New +$10.4K ﹤0.01% 817

Other funds holding XYL

Twin Peaks Wealth Advisors's XYL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Xylem (XYL) in Q1 2026: 243 shares worth $29.1K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in XYL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in XYL in Q2 2025 and has held it in 2 quarters since. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 243 shares of Xylem worth $29.1K as of Q1 2026.
  • Xylem was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Xylem made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #586 holding.
  • Twin Peaks Wealth Advisors first reported a position in Xylem in Q2 2025 and has held it in 2 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.