Compass Financial Management
XYL icon

Compass Financial Management’s Xylem XYL Stock Holding History

Compass Financial 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 		$7.45K Buy
74
+1
+1% +$114 ﹤0.01% 1197
2026
Q2 		$8.68K Buy
+73
New +$8.43K ﹤0.01% 1088

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

Compass Financial Management's XYL Position: Q3 2026 in Review

Compass Financial Management increased its Xylem (XYL) stake by 1.4% in Q3 2026, buying an estimated $114 and bringing the position to 74 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Compass Financial Management first reported a position in XYL in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.68K in Q2 2026. 906 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Compass Financial Management held 74 shares of Xylem worth $7.45K as of Q3 2026.
  • Compass Financial Management bought 1 Xylem share in Q3 2026, an estimated $114.
  • Xylem made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1197 holding.
  • Compass Financial Management first reported a position in Xylem in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Xylem position peaked at $8.68K in Q2 2026.
  • 906 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.