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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
Q2 		$778K Sell
6,585
-2,386
-27% -$275K 0.01% 579
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 $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

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

Modern Wealth Management reduced its Xylem (XYL) stake by 27% in Q2 2026, selling an estimated $275K and leaving 6,585 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #579.

Modern Wealth Management first reported a position in XYL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Modern Wealth Management held 6,585 shares of Xylem worth $778K as of Q2 2026.
  • Modern Wealth Management sold 2,386 Xylem shares in Q2 2026, an estimated $275K.
  • Xylem made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Modern Wealth Management first reported a position in Xylem in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Xylem position peaked at $1.1M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.