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HB Wealth Management’s Xylem XYL Stock Holding History

HB 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 		$1.3M Buy
11,022
+2,851
+35% +$329K 0.01% 629
2026
Q1 		$976K Buy
8,171
+1,031
+14% +$135K 0.01% 672
2025
Q4 		$972K Buy
7,140
+232
+3% +$33.4K 0.01% 634
2025
Q3 		$1.02M Buy
6,908
+1,362
+25% +$189K 0.01% 597
2025
Q2 		$718K Sell
5,546
-2,026
-27% -$245K 0.01% 624
2025
Q1 		$905K Buy
7,572
+2,653
+54% +$329K 0.01% 568
2024
Q4 		$571K Sell
4,919
-580
-11% -$73.3K 0.01% 575
2024
Q3 		$743K Buy
5,499
+590
+12% +$78.9K 0.01% 460
2024
Q2 		$666K Buy
4,909
+937
+24% +$127K 0.01% 460
2024
Q1 		$513K Buy
3,972
+400
+11% +$48.3K 0.01% 497
2023
Q4 		$408K Buy
3,572
+1,313
+58% +$131K 0.01% 514
2023
Q3 		$206K Buy
2,259
+259
+13% +$26.7K ﹤0.01% 704
2023
Q2 		$225K Buy
+2,000
New +$212K ﹤0.01% 635

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 $413B AUM 44.57% 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

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

HB Wealth Management increased its Xylem (XYL) stake by 35% in Q2 2026, buying an estimated $329K and bringing the position to 11,022 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #629.

HB Wealth Management first reported a position in XYL in Q2 2023 and has held it in 13 quarters since. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • HB Wealth Management held 11,022 shares of Xylem worth $1.3M as of Q2 2026.
  • HB Wealth Management bought 2,851 Xylem shares in Q2 2026, an estimated $329K.
  • Xylem made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #629 holding.
  • HB Wealth Management first reported a position in Xylem in Q2 2023 and has held it in 13 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.