WA
XYL icon

Whipplewood Advisors’s Xylem XYL Stock Holding History

Whipplewood 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 		$52.4K Sell
443
-7
-2% -$808 0.04% 140
2026
Q1 		$53.8K Buy
450
+14
+3% +$1.84K 0.03% 260
2025
Q4 		$59.4K Hold
436
– – 0.04% 188
2025
Q3 		$64.3K Sell
436
-14
-3% -$1.94K 0.04% 178
2025
Q2 		$58.2K Sell
450
-7
-2% -$848 0.03% 297
2025
Q1 		$53.8K Buy
457
+7
+2% +$867 0.03% 299
2024
Q4 		$52.2K Buy
+450
New +$56.9K 0.03% 311

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 $413B AUM 44.57% 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

Whipplewood Advisors's XYL Position: Q2 2026 in Review

Whipplewood Advisors reduced its Xylem (XYL) stake by 1.6% in Q2 2026, selling an estimated $808 and leaving 443 shares worth $52.4K. The position accounts for 0.04% of the portfolio, ranked #140.

Whipplewood Advisors first reported a position in XYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.3K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Whipplewood Advisors held 443 shares of Xylem worth $52.4K as of Q2 2026.
  • Whipplewood Advisors sold 7 Xylem shares in Q2 2026, an estimated $808.
  • Xylem made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #140 holding.
  • Whipplewood Advisors first reported a position in Xylem in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Xylem position peaked at $64.3K in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.