HWA
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Heartwood Wealth Advisors’s Xylem XYL Stock Holding History

Heartwood Wealth Advisors’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 		$253K Hold
2,497
– – 0.02% 201
2026
Q2 		$295K Sell
2,497
-200
-7% -$23.1K 0.02% 194
2026
Q1 		$322K Hold
2,697
– – 0.03% 169
2025
Q4 		$367K Hold
2,697
– – 0.03% 141
2025
Q3 		$398K Hold
2,697
– – 0.04% 130
2025
Q2 		$349K Sell
2,697
-786
-23% -$95.2K 0.04% 135
2025
Q1 		$416K Hold
3,483
– – 0.05% 110
2024
Q4 		$404K Hold
3,483
– – 0.05% 104
2024
Q3 		$470K Hold
3,483
– – 0.05% 99
2024
Q2 		$472K Hold
3,483
– – 0.06% 101
2024
Q1 		$450K Hold
3,483
– – 0.06% 92
2023
Q4 		$398K Hold
3,483
– – 0.05% 95
2023
Q3 		$317K Hold
3,483
– – 0.05% 100
2023
Q2 		$392K Buy
+3,483
New +$368K 0.06% 96

Other funds holding XYL

DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM

Heartwood Wealth Advisors's XYL Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Xylem (XYL) position steady in Q3 2026 at 2,497 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #201.

Heartwood Wealth Advisors first reported a position in XYL in Q2 2023 and has held it in 14 quarters since. The position peaked at $472K in Q2 2024. 34 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Heartwood Wealth Advisors held 2,497 shares of Xylem worth $253K as of Q3 2026.
  • Heartwood Wealth Advisors left its Xylem share count unchanged in Q3 2026.
  • Xylem made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #201 holding.
  • Heartwood Wealth Advisors first reported a position in Xylem in Q2 2023 and has held it in 14 quarters since.
  • Heartwood Wealth Advisors's Xylem position peaked at $472K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.