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Venturi Wealth Management’s Xylem XYL Stock Holding History

Venturi 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 		– Sell
-2,490
Closed -$298K – 690
2026
Q1 		$298K Sell
2,490
-2,592
-51% -$340K 0.01% 466
2025
Q4 		$692K Buy
5,082
+164
+3% +$23.6K 0.03% 260
2025
Q3 		$725K Buy
4,918
+521
+12% +$72.3K 0.03% 253
2025
Q2 		$569K Sell
4,397
-242
-5% -$29.3K 0.03% 304
2025
Q1 		$554K Buy
4,639
+466
+11% +$57.7K 0.03% 310
2024
Q4 		$484K Buy
4,173
+325
+8% +$41.1K 0.02% 344
2024
Q3 		$520K Buy
3,848
+6
+0.2% +$803 0.03% 291
2024
Q2 		$521K Buy
+3,842
New +$523K 0.03% 280
2020
Q1 		– Sell
-4,027
Closed -$317K – 276
2019
Q4 		$317K Sell
4,027
-83
-2% -$6.46K 0.04% 199
2019
Q3 		$327K Buy
4,110
+99
+2% +$7.78K 0.04% 188
2019
Q2 		$335K Sell
4,011
-23
-0.6% -$1.83K 0.05% 187
2019
Q1 		$325K Sell
4,034
-191
-5% -$13.9K 0.04% 201
2018
Q4 		$271K Buy
+4,225
New +$292K 0.04% 220

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
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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

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

Venturi Wealth Management sold out of Xylem (XYL) in Q2 2026, closing a stake of 2,490 shares — an estimated $298K sold.

Venturi Wealth Management first reported a position in XYL in Q4 2018 and held it in 13 quarters. The position peaked at $725K in Q3 2025. 166 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Venturi Wealth Management reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 2,490 Xylem shares in Q2 2026, an estimated $298K.
  • Venturi Wealth Management first reported a position in Xylem in Q4 2018 and held it in 13 quarters.
  • Venturi Wealth Management's Xylem position peaked at $725K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.