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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

XYL holding history

Xylem Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYL overviewAll 13F holders of XYLFull Q2 2026 holdings

Shares (Q2 2026)
3,729
Value
$440.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,729$440.8K<0.1%+1,626+77.3%AddedHolders
Q1 20262,103$251.3K<0.1%−1,106−34.5%ReducedHolders
Q4 20253,209$437.0K<0.1%+559+21.1%AddedHolders
Q3 20252,650$390.8K<0.1%−235−8.1%ReducedHolders
Q2 20252,885$373.2K<0.1%+348+13.7%AddedHolders
Q1 20252,537$303.0K<0.1%+245+10.7%AddedHolders
Q4 20242,292$265.9K<0.1%+3+0.1%AddedHolders
Q3 20242,289$309.0K<0.1%+3+0.1%AddedHolders
Q2 20242,286$310.0K<0.1%+1,181+106.9%AddedHolders
Q1 20241,105$156.1K<0.1%−395−26.3%ReducedHolders
Q4 20231,500$171.5K<0.1%−79−5.0%ReducedHolders
Q3 20231,579$143.7K<0.1%00.0%UnchangedHolders
Q2 20231,579$177.8K<0.1%00.0%UnchangedHolders
Q1 20231,579$165.3K<0.1%+1,350+589.5%AddedHolders
Q4 2022229$25.3K<0.1%00.0%UnchangedHolders
Q3 2022229$20.0K<0.1%−100−30.4%ReducedHolders
Q2 2022329$26.0K<0.1%00.0%UnchangedHolders
Q1 2022329$28.0K<0.1%00.0%UnchangedHolders
Q4 2021329$39.0K<0.1%−345−51.2%ReducedHolders
Q3 2021674$83.0K<0.1%+350+108.0%AddedHolders
Q2 2021324$39.0K<0.1%+18+5.9%AddedHolders
Q1 2021306$32.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.