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Evelyn Partners Investment Management’s Xylem XYL Stock Holding History

Evelyn Partners Investment 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
Q1 		$408K Buy
3,415
+200
+6% +$26.2K 0.01% 168
2025
Q4 		$438K Sell
3,215
-870
-21% -$125K 0.01% 167
2025
Q3 		$603K Sell
4,085
-85
-2% -$11.8K 0.02% 155
2025
Q2 		$539K Buy
4,170
+85
+2% +$10.3K 0.02% 158
2025
Q1 		$488K Hold
4,085
– – 0.02% 157
2024
Q4 		$474K Buy
+4,085
New +$516K 0.02% 160

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Evelyn Partners Investment Management's XYL Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Xylem (XYL) stake by 6.2% in Q1 2026, buying an estimated $26.2K and bringing the position to 3,415 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #168.

Evelyn Partners Investment Management first reported a position in XYL in Q4 2024 and has held it in 6 quarters since. The position peaked at $603K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Evelyn Partners Investment Management held 3,415 shares of Xylem worth $408K as of Q1 2026.
  • Evelyn Partners Investment Management bought 200 Xylem shares in Q1 2026, an estimated $26.2K.
  • Xylem made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #168 holding.
  • Evelyn Partners Investment Management first reported a position in Xylem in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Xylem position peaked at $603K in Q3 2025.
  • 1,108 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.