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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
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

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 $416B AUM 44.19% 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

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

Mascoma Wealth Management held its Xylem (XYL) position steady in Q2 2026 at 800 shares worth $94.6K. The position accounts for 0.02% of the portfolio, ranked #139.

Mascoma Wealth Management first reported a position in XYL in Q1 2025 and has held it in 6 quarters since. The position peaked at $118K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Mascoma Wealth Management held 800 shares of Xylem worth $94.6K as of Q2 2026.
  • Mascoma Wealth Management left its Xylem share count unchanged in Q2 2026.
  • Xylem made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Mascoma Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 6 quarters since.
  • Mascoma Wealth Management's Xylem position peaked at $118K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.