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Wealthspire Advisors (New York)’s Xylem XYL Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-1,640
Closed -$223K – 1113
2025
Q4 		$223K Buy
1,640
+1,467
+848% +$211K ﹤0.01% 925
2025
Q3 		$25.5K Buy
+173
New +$24K ﹤0.01% 1546
2019
Q1 		– Sell
-71
Closed -$5K – 823
2018
Q4 		$5K Buy
+71
New +$4.91K ﹤0.01% 662

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s XYL Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,640 shares — an estimated $223K sold.

Wealthspire Advisors (New York) first reported a position in XYL in Q4 2018 and held it in 3 quarters. The position peaked at $223K in Q4 2025. 1,109 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,640 Xylem shares in Q1 2026, an estimated $223K.
  • Wealthspire Advisors (New York) first reported a position in Xylem in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Xylem position peaked at $223K in Q4 2025.
  • 1,109 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.