MWM
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Modern Wealth Management’s Xylem XYL Stock Holding History

Modern 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
Q1 		$1.1M Buy
8,971
+2,153
+32% +$282K 0.02% 402
2025
Q4 		$928K Buy
6,818
+9
+0.1% +$1.29K 0.02% 415
2025
Q3 		$1M Buy
6,809
+180
+3% +$25K 0.02% 391
2025
Q2 		$858K Buy
6,629
+2,927
+79% +$354K 0.02% 389
2025
Q1 		$442K Buy
+3,702
New +$459K 0.01% 443

Other funds holding XYL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Modern Wealth Management increased its Xylem (XYL) stake by 32% in Q1 2026, buying an estimated $282K and bringing the position to 8,971 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #402.

Modern Wealth Management first reported a position in XYL in Q1 2025 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Modern Wealth Management held 8,971 shares of Xylem worth $1.1M as of Q1 2026.
  • Modern Wealth Management bought 2,153 Xylem shares in Q1 2026, an estimated $282K.
  • Xylem made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Modern Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.