MWM
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Mission Wealth Management’s Xylem XYL Stock Holding History

Mission 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 		$1.35M Sell
11,452
-86
-0.7% -$9.93K 0.02% 388
2026
Q1 		$1.38M Sell
11,538
-13
-0.1% -$1.71K 0.03% 270
2025
Q4 		$1.57M Sell
11,551
-149
-1% -$21.4K 0.03% 251
2025
Q3 		$1.73M Sell
11,700
-551
-4% -$76.4K 0.03% 237
2025
Q2 		$1.58M Sell
12,251
-94
-0.8% -$11.4K 0.03% 238
2025
Q1 		$1.47M Buy
12,345
+6,708
+119% +$831K 0.04% 227
2024
Q4 		$654K Sell
5,637
-1,411
-20% -$178K 0.02% 371
2024
Q3 		$952K Sell
7,048
-521
-7% -$69.7K 0.02% 303
2024
Q2 		$1.03M Sell
7,569
-60
-0.8% -$8.16K 0.03% 263
2024
Q1 		$986K Sell
7,629
-735
-9% -$88.8K 0.03% 300
2023
Q4 		$957K Buy
8,364
+320
+4% +$31.9K 0.03% 242
2023
Q3 		$732K Buy
8,044
+226
+3% +$23.3K 0.03% 275
2023
Q2 		$880K Sell
7,818
-1,326
-15% -$140K 0.03% 245
2023
Q1 		$957K Buy
9,144
+56
+0.6% +$5.85K 0.04% 221
2022
Q4 		$1M Buy
9,088
+76
+0.8% +$7.97K 0.05% 202
2022
Q3 		$787K Buy
9,012
+48
+0.5% +$4.36K 0.04% 219
2022
Q2 		$701K Buy
8,964
+1,907
+27% +$157K 0.04% 248
2022
Q1 		$601K Buy
7,057
+1,715
+32% +$164K 0.03% 280
2021
Q4 		$641K Sell
5,342
-433
-7% -$53.7K 0.03% 264
2021
Q3 		$714K Sell
5,775
-245
-4% -$31.5K 0.04% 232
2021
Q2 		$722K Sell
6,020
-8
-0.1% -$914 0.04% 219
2021
Q1 		$634K Buy
6,028
+1,369
+29% +$139K 0.04% 219
2020
Q4 		$474K Buy
+4,659
New +$438K 0.03% 251

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

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

Mission Wealth Management reduced its Xylem (XYL) stake by 0.75% in Q2 2026, selling an estimated $9.93K and leaving 11,452 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #388.

Mission Wealth Management first reported a position in XYL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Mission Wealth Management held 11,452 shares of Xylem worth $1.35M as of Q2 2026.
  • Mission Wealth Management sold 86 Xylem shares in Q2 2026, an estimated $9.93K.
  • Xylem made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Mission Wealth Management first reported a position in Xylem in Q4 2020 and has held it in 23 quarters since.
  • Mission Wealth Management's Xylem position peaked at $1.73M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.