Evelyn Partners’s Xylem XYL Stock Holding History

Evelyn 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	$7.17M	Buy	70,802 +24,186	+52%	+$2.77M	0.11%	93
2026 Q2	$5.51M	Buy	+46,616	New	+$5.38M	0.01%	102

Other funds holding XYL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Evelyn Partners's XYL Position: Q3 2026 in Review

Evelyn Partners increased its Xylem (XYL) stake by 52% in Q3 2026, buying an estimated $2.77M and bringing the position to 70,802 shares worth $7.17M. The position accounts for 0.11% of the portfolio, ranked #93.

Evelyn Partners first reported a position in XYL in Q2 2026 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Evelyn Partners held 70,802 shares of Xylem worth $7.17M as of Q3 2026.
Evelyn Partners bought 24,186 Xylem shares in Q3 2026, an estimated $2.77M.
Xylem made up 0.11% of Evelyn Partners's portfolio in Q3 2026, its #93 holding.
Evelyn Partners first reported a position in Xylem in Q2 2026 and has held it in 2 quarters since.
906 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.