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Copia Wealth Management’s Xylem XYL Stock Holding History

Copia 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 		$8.28K Hold
70
– – 0.01% 363
2026
Q1 		$8.37K Hold
70
– – 0.01% 336
2025
Q4 		$9.53K Hold
70
– – 0.01% 327
2025
Q3 		$10.3K Hold
70
– – 0.01% 310
2025
Q2 		$9.05K Hold
70
– – 0.01% 300
2025
Q1 		$8.36K Hold
70
– – 0.01% 296
2024
Q4 		$8.12K Buy
+70
New +$8.85K 0.01% 278

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

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

Copia Wealth Management held its Xylem (XYL) position steady in Q2 2026 at 70 shares worth $8.28K. The position accounts for 0.01% of the portfolio, ranked #363.

Copia Wealth Management first reported a position in XYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.3K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Copia Wealth Management held 70 shares of Xylem worth $8.28K as of Q2 2026.
  • Copia Wealth Management left its Xylem share count unchanged in Q2 2026.
  • Xylem made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Copia Wealth Management first reported a position in Xylem in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Xylem position peaked at $10.3K in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.