Elevation Wealth Partners
XYL icon

Elevation Wealth Partners’s Xylem XYL Stock Holding History

Elevation Wealth Partners’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
Q3 		$5.77K Buy
+57
New +$6.52K ﹤0.01% 1072
2026
Q2 		– Sell
-33
Closed -$3.94K – 1364
2026
Q1 		$3.94K Sell
33
-13
-28% -$1.7K ﹤0.01% 771
2025
Q4 		$6.26K Buy
46
+13
+39% +$1.87K ﹤0.01% 580
2025
Q3 		$4.87K Buy
+33
New +$4.58K ﹤0.01% 487

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Elevation Wealth Partners's XYL Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Xylem (XYL) in Q3 2026: 57 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in XYL as recently as Q1 2026.

Elevation Wealth Partners first reported a position in XYL in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.26K in Q4 2025. 383 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Elevation Wealth Partners held 57 shares of Xylem worth $5.77K as of Q3 2026.
  • Xylem was a new Elevation Wealth Partners position in Q3 2026.
  • Xylem made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1072 holding.
  • Elevation Wealth Partners first reported a position in Xylem in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Xylem position peaked at $6.26K in Q4 2025.
  • 383 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.