EWM
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Evermay Wealth Management’s Xylem XYL Stock Holding History

Evermay 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 		$7.8K Buy
+66
New +$7.62K ﹤0.01% 529
2024
Q1 		– Sell
-3
Closed -$344 – 736
2023
Q4 		$344 Buy
+3
New +$299 ﹤0.01% 636

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 $3.37T AUM 44.26% 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

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

Evermay Wealth Management opened a new position in Xylem (XYL) in Q2 2026: 66 shares worth $7.8K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in XYL as recently as Q4 2023.

Evermay Wealth Management first reported a position in XYL in Q4 2023 and has held it in 2 quarters since. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Evermay Wealth Management held 66 shares of Xylem worth $7.8K as of Q2 2026.
  • Xylem was a new Evermay Wealth Management position in Q2 2026.
  • Xylem made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #529 holding.
  • Evermay Wealth Management first reported a position in Xylem in Q4 2023 and has held it in 2 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.