Forza Wealth Management’s Xylem XYL Stock Holding History

Forza 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	$492K	Hold	4,161	–	–	0.15%	132
2026 Q1	$497K	Sell	4,161 -125	-3%	-$16.4K	0.17%	127
2025 Q4	$584K	Sell	4,286 -300	-7%	-$43.1K	0.21%	112
2025 Q3	$676K	Hold	4,586	–	–	0.26%	93
2025 Q2	$593K	Hold	4,586	–	–	0.24%	102
2025 Q1	$548K	Hold	4,586	–	–	0.25%	103
2024 Q4	$532K	Hold	4,586	–	–	0.24%	102
2024 Q3	$619K	Sell	4,586 -100	-2%	-$13.4K	0.28%	94
2024 Q2	$636K	Hold	4,686	–	–	0.33%	80
2024 Q1	$606K	Hold	4,686	–	–	0.32%	86
2023 Q4	$536K	Sell	4,686 -180	-4%	-$18K	0.3%	97
2023 Q3	$443K	Hold	4,866	–	–	0.23%	122
2023 Q2	$548K	Hold	4,866	–	–	0.28%	104
2023 Q1	$509K	Sell	4,866 -265	-5%	-$27.7K	0.26%	113
2022 Q4	$567K	Buy	+5,131	New	+$538K	0.38%	71

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Forza Wealth Management held its Xylem (XYL) position steady in Q2 2026 at 4,161 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #132.

Forza Wealth Management first reported a position in XYL in Q4 2022 and has held it in 15 quarters since. The position peaked at $676K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Forza Wealth Management held 4,161 shares of Xylem worth $492K as of Q2 2026.
Forza Wealth Management left its Xylem share count unchanged in Q2 2026.
Xylem made up 0.15% of Forza Wealth Management's portfolio in Q2 2026, its #132 holding.
Forza Wealth Management first reported a position in Xylem in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Xylem position peaked at $676K in Q3 2025.
1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.