Biltmore Wealth Management
XYL icon

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
Q3 		$657K Sell
6,485
-196
-3% -$22.4K 0.2% 37
2026
Q2 		$790K Buy
6,681
+1,154
+21% +$133K 0.25% 35
2026
Q1 		$660K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Biltmore Wealth Management's XYL Position: Q3 2026 in Review

Biltmore Wealth Management reduced its Xylem (XYL) stake by 2.9% in Q3 2026, selling an estimated $22.4K and leaving 6,485 shares worth $657K. The position accounts for 0.2% of the portfolio, ranked #37.

Biltmore Wealth Management first reported a position in XYL in Q1 2025 and has held it in 7 quarters since. The position peaked at $790K in Q2 2026. 906 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Biltmore Wealth Management held 6,485 shares of Xylem worth $657K as of Q3 2026.
  • Biltmore Wealth Management sold 196 Xylem shares in Q3 2026, an estimated $22.4K.
  • Xylem made up 0.2% of Biltmore Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Biltmore Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 7 quarters since.
  • Biltmore Wealth Management's Xylem position peaked at $790K in Q2 2026.
  • 906 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.