BWL
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Bogart Wealth LLC’s Xylem XYL Stock Holding History

Bogart Wealth LLC’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 		$11.5K Buy
97
+24
+33% +$2.77K ﹤0.01% 962
2026
Q1 		$8.72K Buy
73
+7
+11% +$918 ﹤0.01% 935
2025
Q4 		$8.99K Buy
66
+3
+5% +$431 ﹤0.01% 886
2025
Q3 		$9.29K Buy
63
+4
+7% +$555 ﹤0.01% 844
2025
Q2 		$7.63K Sell
59
-4
-6% -$484 ﹤0.01% 843
2025
Q1 		$7.53K Buy
63
+4
+7% +$496 ﹤0.01% 825
2024
Q4 		$6.84K Hold
59
– – ﹤0.01% 820
2024
Q3 		$7.97K Hold
59
– – ﹤0.01% 744
2024
Q2 		$8K Hold
59
– – ﹤0.01% 708
2024
Q1 		$7.63K Hold
59
– – ﹤0.01% 689
2023
Q4 		$6.75K Hold
59
– – ﹤0.01% 694
2023
Q3 		$5.37K Hold
59
– – ﹤0.01% 700
2023
Q2 		$6.64K Buy
+59
New +$6.24K ﹤0.01% 651

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

Bogart Wealth LLC's XYL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Xylem (XYL) stake by 33% in Q2 2026, buying an estimated $2.77K and bringing the position to 97 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Bogart Wealth LLC first reported a position in XYL in Q2 2023 and has held it in 13 quarters since. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Bogart Wealth LLC held 97 shares of Xylem worth $11.5K as of Q2 2026.
  • Bogart Wealth LLC bought 24 Xylem shares in Q2 2026, an estimated $2.77K.
  • Xylem made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #962 holding.
  • Bogart Wealth LLC first reported a position in Xylem in Q2 2023 and has held it in 13 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.