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Keudell/Morrison Wealth Management’s Xylem XYL Stock Holding History

Keudell/Morrison 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 		$473K Buy
4,003
+993
+33% +$115K 0.09% 138
2026
Q1 		$360K Buy
3,010
+718
+31% +$94.2K 0.07% 165
2025
Q4 		$312K Buy
+2,292
New +$330K 0.07% 177
2025
Q2 		$242K Buy
1,874
+29
+2% +$3.51K 0.05% 196
2025
Q1 		$220K Buy
+1,845
New +$229K 0.05% 197

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

Keudell/Morrison Wealth Management's XYL Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Xylem (XYL) stake by 33% in Q2 2026, buying an estimated $115K and bringing the position to 4,003 shares worth $473K. The position accounts for 0.09% of the portfolio, ranked #138.

Keudell/Morrison Wealth Management first reported a position in XYL in Q1 2025 and has held it in 5 quarters since. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Keudell/Morrison Wealth Management held 4,003 shares of Xylem worth $473K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 993 Xylem shares in Q2 2026, an estimated $115K.
  • Xylem made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Keudell/Morrison Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 5 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.