Nelson Capital Management
XYL icon

Nelson Capital Management’s Xylem XYL Stock Holding History

Nelson Capital 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
Q3 		$1.98M Sell
19,570
-606
-3% -$69.4K 0.2% 58
2026
Q2 		$2.39M Buy
20,176
+183
+0.9% +$21.1K 0.26% 57
2026
Q1 		$2.39M Sell
19,993
-185
-0.9% -$24.3K 0.29% 58
2025
Q4 		$2.75M Sell
20,178
-258
-1% -$37.1K 0.32% 54
2025
Q3 		$3.01M Sell
20,436
-73
-0.4% -$10.1K 0.36% 52
2025
Q2 		$2.65M Buy
20,509
+50
+0.2% +$6.06K 0.35% 54
2025
Q1 		$2.44M Buy
20,459
+153
+0.8% +$19K 0.42% 58
2024
Q4 		$2.36M Sell
20,306
-307
-1% -$38.8K 0.39% 57
2024
Q3 		$2.78M Sell
20,613
-162
-0.8% -$21.7K 0.47% 49
2024
Q2 		$2.82M Sell
20,775
-630
-3% -$85.7K 0.5% 43
2024
Q1 		$2.77M Sell
21,405
-581
-3% -$70.2K 0.53% 47
2023
Q4 		$2.51M Sell
21,986
-468
-2% -$46.7K 0.56% 47
2023
Q3 		$2.04M Sell
22,454
-583
-3% -$60.1K 0.5% 48
2023
Q2 		$2.59M Sell
23,037
-884
-4% -$93.5K 0.67% 45
2023
Q1 		$2.5M Sell
23,921
-801
-3% -$83.7K 0.71% 46
2022
Q4 		$2.73M Sell
24,722
-241
-1% -$25.3K 0.8% 49
2022
Q3 		$2.18M Buy
24,963
+3,737
+18% +$340K 0.64% 49
2022
Q2 		$1.66M Sell
21,226
-22,478
-51% -$1.86M 0.46% 52
2022
Q1 		$3.73M Buy
43,704
+17,099
+64% +$1.64M 0.73% 46
2021
Q4 		$3.19M Buy
26,605
+627
+2% +$77.8K 0.59% 50
2021
Q3 		$3.21M Buy
25,978
+465
+2% +$59.8K 0.64% 47
2021
Q2 		$3.06M Buy
25,513
+789
+3% +$90.1K 0.62% 48
2021
Q1 		$2.6M Buy
+24,724
New +$2.51M 0.56% 49

Other funds holding XYL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nelson Capital Management's XYL Position: Q3 2026 in Review

Nelson Capital Management reduced its Xylem (XYL) stake by 3% in Q3 2026, selling an estimated $69.4K and leaving 19,570 shares worth $1.98M. The position accounts for 0.2% of the portfolio, ranked #58.

Nelson Capital Management first reported a position in XYL in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.73M in Q1 2022. 906 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Nelson Capital Management held 19,570 shares of Xylem worth $1.98M as of Q3 2026.
  • Nelson Capital Management sold 606 Xylem shares in Q3 2026, an estimated $69.4K.
  • Xylem made up 0.2% of Nelson Capital Management's portfolio in Q3 2026, its #58 holding.
  • Nelson Capital Management first reported a position in Xylem in Q1 2021 and has held it in 23 quarters since.
  • Nelson Capital Management's Xylem position peaked at $3.73M in Q1 2022.
  • 906 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.