Mission Wealth Management’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Mission Wealth Management's XYL Position: Q1 2026 in Review

Mission Wealth Management reduced its Xylem (XYL) stake by 0.11% in Q1 2026, selling an estimated $1.71K and leaving 11,538 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #270.

Mission Wealth Management first reported a position in XYL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.73M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Mission Wealth Management held 11,538 shares of Xylem worth $1.38M as of Q1 2026.
  • Mission Wealth Management sold 13 Xylem shares in Q1 2026, an estimated $1.71K.
  • Xylem made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Mission Wealth Management first reported a position in Xylem in Q4 2020 and has held it in 22 quarters since.
  • Mission Wealth Management's Xylem position peaked at $1.73M in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.