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
Q2
$148K Sell
1,248
-18
-1% -$2.08K 0.04% 141
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: Q2 2026 in Review

Costello Asset Management reduced its Xylem (XYL) stake by 1.4% in Q2 2026, selling an estimated $2.08K and leaving 1,248 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #141.

Costello Asset Management first reported a position in XYL in Q1 2025 and has held it in 6 quarters since. The position peaked at $187K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Costello Asset Management held 1,248 shares of Xylem worth $148K as of Q2 2026.
  • Costello Asset Management sold 18 Xylem shares in Q2 2026, an estimated $2.08K.
  • Xylem made up 0.04% of Costello Asset Management's portfolio in Q2 2026, its #141 holding.
  • Costello Asset Management first reported a position in Xylem in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's Xylem position peaked at $187K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.