Mascoma Wealth Management’s Xylem XYL Stock Holding History

Mascoma 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 Q3	$81K	Hold	800	–	–	0.01%	162
2026 Q2	$94.6K	Hold	800	–	–	0.02%	139
2026 Q1	$95.6K	Hold	800	–	–	0.02%	137
2025 Q4	$109K	Hold	800	–	–	0.02%	122
2025 Q3	$118K	Hold	800	–	–	0.03%	124
2025 Q2	$103K	Hold	800	–	–	0.02%	130
2025 Q1	$95.6K	Buy	+800	New	+$99.1K	0.02%	134

Other funds holding XYL

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mascoma Wealth Management's XYL Position: Q3 2026 in Review

Mascoma Wealth Management held its Xylem (XYL) position steady in Q3 2026 at 800 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #162.

Mascoma Wealth Management first reported a position in XYL in Q1 2025 and has held it in 7 quarters since. The position peaked at $118K in Q3 2025. 240 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Mascoma Wealth Management held 800 shares of Xylem worth $81K as of Q3 2026.
Mascoma Wealth Management left its Xylem share count unchanged in Q3 2026.
Xylem made up 0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #162 holding.
Mascoma Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 7 quarters since.
Mascoma Wealth Management's Xylem position peaked at $118K in Q3 2025.
240 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.