Evergreen Wealth Solutions’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$205K Buy
1,700
+24
+1% +$2.77K 0.01% 498
2026
Q1
$200K Buy
+1,676
New +$220K 0.01% 397

Other funds holding XYL

Evergreen Wealth Solutions's XYL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Xylem (XYL) stake by 1.4% in Q2 2026, buying an estimated $2.77K and bringing the position to 1,700 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #498.

Evergreen Wealth Solutions first reported a position in XYL in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Evergreen Wealth Solutions held 1,700 shares of Xylem worth $205K as of Q2 2026.
  • Evergreen Wealth Solutions bought 24 Xylem shares in Q2 2026, an estimated $2.77K.
  • Xylem made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #498 holding.
  • Evergreen Wealth Solutions first reported a position in Xylem in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.