DWM
XYL icon

Dakota Wealth Management’s Xylem XYL Stock Holding History

Dakota 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 		$217K Sell
1,834
-293
-14% -$33.8K ﹤0.01% 741
2026
Q1 		$254K Buy
2,127
+139
+7% +$18.2K 0.01% 690
2025
Q4 		$271K Hold
1,988
– – ﹤0.01% 676
2025
Q3 		$293K Buy
1,988
+4
+0.2% +$555 0.01% 564
2025
Q2 		$257K Sell
1,984
-119
-6% -$14.4K 0.01% 664
2025
Q1 		$251K Sell
2,103
-651
-24% -$80.7K 0.01% 665
2024
Q4 		$320K Sell
2,754
-8,317
-75% -$1.05M 0.01% 591
2024
Q3 		$1.49M Buy
11,071
+6,749
+156% +$903K 0.03% 311
2024
Q2 		$586K Sell
4,322
-17
-0.4% -$2.31K 0.01% 481
2024
Q1 		$561K Sell
4,339
-144
-3% -$17.4K 0.01% 483
2023
Q4 		$513K Buy
4,483
+15
+0.3% +$1.5K 0.02% 415
2023
Q3 		$407K Sell
4,468
-511
-10% -$52.7K 0.02% 450
2023
Q2 		$561K Buy
4,979
+746
+18% +$78.9K 0.03% 358
2023
Q1 		$443K Buy
4,233
+182
+4% +$19K 0.03% 390
2022
Q4 		$448K Buy
4,051
+471
+13% +$49.4K 0.03% 372
2022
Q3 		$313K Buy
+3,580
New +$325K 0.03% 417

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

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

Dakota Wealth Management reduced its Xylem (XYL) stake by 14% in Q2 2026, selling an estimated $33.8K and leaving 1,834 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Dakota Wealth Management first reported a position in XYL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.49M in Q3 2024. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Dakota Wealth Management held 1,834 shares of Xylem worth $217K as of Q2 2026.
  • Dakota Wealth Management sold 293 Xylem shares in Q2 2026, an estimated $33.8K.
  • Xylem made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #741 holding.
  • Dakota Wealth Management first reported a position in Xylem in Q3 2022 and has held it in 16 quarters since.
  • Dakota Wealth Management's Xylem position peaked at $1.49M in Q3 2024.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.