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Twin Peaks Wealth Advisors’s Xylem XYL Stock Holding History

Twin Peaks Wealth 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 		– Sell
-243
Closed -$29.1K – 2271
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

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

Twin Peaks Wealth Advisors's XYL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Xylem (XYL) in Q2 2026, closing a stake of 243 shares — an estimated $29.1K sold.

Twin Peaks Wealth Advisors first reported a position in XYL in Q2 2025 and held it in 2 quarters. The position peaked at $29.1K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 243 Xylem shares in Q2 2026, an estimated $29.1K.
  • Twin Peaks Wealth Advisors first reported a position in Xylem in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Xylem position peaked at $29.1K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.