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National Wealth Management Group’s Xylem XYL Stock Holding History

National Wealth Management Group’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 		$417K Sell
3,529
-392
-10% -$45.3K 0.13% 138
2026
Q1 		$469K Buy
3,921
+2,149
+121% +$282K 0.17% 119
2025
Q4 		$241K Sell
1,772
-2,139
-55% -$308K 0.08% 211
2025
Q3 		$577K Buy
+3,911
New +$542K 0.22% 108

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

National Wealth Management Group's XYL Position: Q2 2026 in Review

National Wealth Management Group reduced its Xylem (XYL) stake by 10% in Q2 2026, selling an estimated $45.3K and leaving 3,529 shares worth $417K. The position accounts for 0.13% of the portfolio, ranked #138.

National Wealth Management Group first reported a position in XYL in Q3 2025 and has held it in 4 quarters since. The position peaked at $577K in Q3 2025. 241 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • National Wealth Management Group held 3,529 shares of Xylem worth $417K as of Q2 2026.
  • National Wealth Management Group sold 392 Xylem shares in Q2 2026, an estimated $45.3K.
  • Xylem made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #138 holding.
  • National Wealth Management Group first reported a position in Xylem in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Xylem position peaked at $577K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.