Costello Asset Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$151K Buy
1,266
+1
+0.1% +$131 0.05% 129
2025
Q4
$172K Hold
1,265
0.06% 112
2025
Q3
$187K Buy
1,265
+54
+4% +$7.49K 0.06% 111
2025
Q2
$157K Buy
1,211
+7
+0.6% +$848 0.06% 126
2025
Q1
$144K Buy
+1,204
New +$149K 0.06% 120

Other funds holding XYL

Costello Asset Management's XYL Position: Q1 2026 in Review

Costello Asset Management increased its Xylem (XYL) stake by 0.08% in Q1 2026, buying an estimated $131 and bringing the position to 1,266 shares worth $151K. The position accounts for 0.05% of the portfolio, ranked #129.

Costello Asset Management first reported a position in XYL in Q1 2025 and has held it in 5 quarters since. The position peaked at $187K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Costello Asset Management held 1,266 shares of Xylem worth $151K as of Q1 2026.
  • Costello Asset Management bought 1 Xylem share in Q1 2026, an estimated $131.
  • Xylem made up 0.05% of Costello Asset Management's portfolio in Q1 2026, its #129 holding.
  • Costello Asset Management first reported a position in Xylem in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's Xylem position peaked at $187K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.