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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 – 828
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
Q3 		– Hold
0
– – – 524
2024
Q2 		– Hold
0
– – – 551
2024
Q1 		– Hold
0
– – – 556
2023
Q4 		– Hold
0
– – – 518

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 $3.38T AUM 44.17% 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 $416B AUM 44.19% 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

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

Dogwood Wealth Management held its Xylem (XYL) position steady in Q2 2026 at 17 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Dogwood Wealth Management first reported a position in XYL in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.03K in Q1 2026. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Dogwood Wealth Management held 17 shares of Xylem worth $2.01K as of Q2 2026.
  • Dogwood Wealth Management left its Xylem share count unchanged in Q2 2026.
  • Xylem made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Dogwood Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Xylem position peaked at $2.03K in Q1 2026.
  • 1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.