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Venturi Wealth Management, LLC

SEC CIK
0001666363
Latest filing
Jul 20, 2026

XYL holding history

Xylem Inc. in every 13F filed by Venturi Wealth Management, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of XYL by Venturi Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,490−100.0%Sold outHolders
Q1 20262,490$297.6K<0.1%−2,592−51.0%ReducedHolders
Q4 20255,082$692.1K<0.1%+164+3.3%AddedHolders
Q3 20254,918$725.4K<0.1%+521+11.8%AddedHolders
Q2 20254,397$568.8K<0.1%−242−5.2%ReducedHolders
Q1 20254,639$554.2K<0.1%+466+11.2%AddedHolders
Q4 20244,173$484.2K<0.1%+325+8.4%AddedHolders
Q3 20243,848$519.6K<0.1%+6+0.2%AddedHolders
Q2 20243,842$521.1K<0.1%+3,842NewHolders