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Moneta Group Investment Advisors’s Xylem XYL Stock Holding History

Moneta Group Investment Advisors’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 		$437K Sell
3,699
-218
-6% -$25.2K ﹤0.01% 581
2026
Q1 		$468K Buy
3,917
+155
+4% +$20.3K ﹤0.01% 522
2025
Q4 		$512K Sell
3,762
-316
-8% -$45.5K ﹤0.01% 495
2025
Q3 		$601K Buy
4,078
+289
+8% +$40.1K ﹤0.01% 446
2025
Q2 		$490K Buy
3,789
+988
+35% +$120K 0.01% 442
2025
Q1 		$335K Buy
2,801
+9
+0.3% +$1.11K ﹤0.01% 505
2024
Q4 		$324K Buy
+2,792
New +$353K ﹤0.01% 516

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

Moneta Group Investment Advisors's XYL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Xylem (XYL) stake by 5.6% in Q2 2026, selling an estimated $25.2K and leaving 3,699 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Moneta Group Investment Advisors first reported a position in XYL in Q4 2024 and has held it in 7 quarters since. The position peaked at $601K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Moneta Group Investment Advisors held 3,699 shares of Xylem worth $437K as of Q2 2026.
  • Moneta Group Investment Advisors sold 218 Xylem shares in Q2 2026, an estimated $25.2K.
  • Xylem made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #581 holding.
  • Moneta Group Investment Advisors first reported a position in Xylem in Q4 2024 and has held it in 7 quarters since.
  • Moneta Group Investment Advisors's Xylem position peaked at $601K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.