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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
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 $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 $105B AUM 38.07% 1-Year Est. Return

Moneta Group Investment Advisors's XYL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Xylem (XYL) stake by 4.1% in Q1 2026, buying an estimated $20.3K and bringing the position to 3,917 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Moneta Group Investment Advisors first reported a position in XYL in Q4 2024 and has held it in 6 quarters since. The position peaked at $601K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Moneta Group Investment Advisors held 3,917 shares of Xylem worth $468K as of Q1 2026.
  • Moneta Group Investment Advisors bought 155 Xylem shares in Q1 2026, an estimated $20.3K.
  • Xylem made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #522 holding.
  • Moneta Group Investment Advisors first reported a position in Xylem in Q4 2024 and has held it in 6 quarters since.
  • Moneta Group Investment Advisors's Xylem position peaked at $601K in Q3 2025.
  • 1,108 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.