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Circle Wealth Management’s Xylem XYL Stock Holding History

Circle 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
Q1 		$1.01M Buy
8,413
+20
+0.2% +$2.62K 0.01% 138
2025
Q4 		$1.14M Hold
8,393
– – 0.02% 123
2025
Q3 		$1.24M Buy
8,393
+1,998
+31% +$277K 0.02% 107
2025
Q2 		$827K Sell
6,395
-35
-0.5% -$4.24K 0.02% 130
2025
Q1 		$768K Hold
6,430
– – 0.02% 131
2024
Q4 		$746K Hold
6,430
– – 0.02% 137
2024
Q3 		$868K Hold
6,430
– – 0.02% 129
2024
Q2 		$872K Sell
6,430
-144
-2% -$19.6K 0.02% 107
2024
Q1 		$850K Buy
6,574
+174
+3% +$21K 0.02% 108
2023
Q4 		$732K Sell
6,400
-26
-0.4% -$2.6K 0.02% 113
2023
Q3 		$585K Buy
6,426
+26
+0.4% +$2.68K 0.01% 125
2023
Q2 		$721K Buy
6,400
+4,152
+185% +$439K 0.1% 76
2023
Q1 		$235K Hold
2,248
– – 0.03% 152
2022
Q4 		$249K Buy
+2,248
New +$236K 0.04% 145
2022
Q2 		– Sell
-2,941
Closed -$353K – 183
2022
Q1 		$353K Hold
2,941
– – 0.05% 146
2021
Q4 		$353K Buy
+2,941
New +$365K 0.05% 148
2021
Q1 		– Sell
-13,086
Closed -$1.33M – 224
2020
Q4 		$1.33M Hold
13,086
– – 0.19% 65
2020
Q3 		$1.1M Hold
13,086
– – 0.18% 62
2020
Q2 		$850K Sell
13,086
-1,419
-10% -$93.7K 0.15% 71
2020
Q1 		$945K Sell
14,505
-5,251
-27% -$414K 0.18% 65
2019
Q4 		$1.56M Hold
19,756
– – 0.27% 48
2019
Q3 		$1.57M Hold
19,756
– – 0.33% 36
2019
Q2 		$1.65M Sell
19,756
-6,844
-26% -$545K 0.36% 34
2019
Q1 		$2.1M Buy
+26,600
New +$1.94M 0.47% 31

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Circle Wealth Management's XYL Position: Q1 2026 in Review

Circle Wealth Management increased its Xylem (XYL) stake by 0.24% in Q1 2026, buying an estimated $2.62K and bringing the position to 8,413 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #138.

Circle Wealth Management first reported a position in XYL in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.1M in Q1 2019. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Circle Wealth Management held 8,413 shares of Xylem worth $1.01M as of Q1 2026.
  • Circle Wealth Management bought 20 Xylem shares in Q1 2026, an estimated $2.62K.
  • Xylem made up 0.01% of Circle Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Circle Wealth Management first reported a position in Xylem in Q1 2019 and has held it in 24 quarters since.
  • Circle Wealth Management's Xylem position peaked at $2.1M in Q1 2019.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.