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Dogwood Wealth Management’s Xylem XYL Stock Holding History

Dogwood 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 		$2.01K Hold
17
– – ﹤0.01% 667
2026
Q1 		$2.03K Buy
+17
New +$2.23K ﹤0.01% 636
2025
Q4 		– Sell
-4
Closed -$590 – 838
2025
Q3 		$590 Buy
+4
New +$555 ﹤0.01% 635
2025
Q2 		– Sell
-13
Closed -$1.55K – 742
2025
Q1 		$1.55K Buy
+13
New +$1.61K ﹤0.01% 389
2024
Q4 		– Hold
0
– -$2 – 653
2024
Q3 		– Hold
0
– – – 524
2024
Q2 		– Hold
0
– – – 551
2024
Q1 		– Hold
0
– – – 556
2023
Q4 		– Hold
0
– – – 518

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return