Biltmore Wealth Management’s Xylem XYL Stock Holding History

Biltmore 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	$790K	Buy	6,681 +1,154	+21%	+$133K	0.25%	35
2026 Q1	$661K	Buy	5,527 +215	+4%	+$28.2K	0.23%	35
2025 Q4	$723K	Buy	5,312 +13	+0.2%	+$1.87K	0.27%	33
2025 Q3	$782K	Buy	5,299 +185	+4%	+$25.7K	0.3%	30
2025 Q2	$662K	Buy	5,114 +46	+0.9%	+$5.57K	0.27%	33
2025 Q1	$605K	Buy	+5,068	New	+$628K	0.26%	34

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Biltmore Wealth Management increased its Xylem (XYL) stake by 21% in Q2 2026, buying an estimated $133K and bringing the position to 6,681 shares worth $790K. The position accounts for 0.25% of the portfolio, ranked #35.

Biltmore Wealth Management first reported a position in XYL in Q1 2025 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Biltmore Wealth Management held 6,681 shares of Xylem worth $790K as of Q2 2026.
Biltmore Wealth Management bought 1,154 Xylem shares in Q2 2026, an estimated $133K.
Xylem made up 0.25% of Biltmore Wealth Management's portfolio in Q2 2026, its #35 holding.
Biltmore Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 6 quarters since.
1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.