Newbridge Financial Services Group’s Xylem XYL Stock Holding History

Newbridge Financial Services 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	$70.2K	Hold	594	–	–	0.01%	405
2026 Q1	$71K	Hold	594	–	–	0.01%	361
2025 Q4	$80.9K	Hold	594	–	–	0.01%	344
2025 Q3	$87.6K	Hold	594	–	–	0.01%	408
2025 Q2	$76.8K	Hold	594	–	–	0.01%	424
2025 Q1	$71K	Hold	594	–	–	0.02%	310
2024 Q4	$68.9K	Buy	+594	New	+$75.1K	0.02%	340
2024 Q1	–	Sell	-129	Closed	-$14.8K	–	1320
2023 Q4	$14.8K	Hold	129	–	–	0.01%	656
2023 Q3	$11.7K	Hold	129	–	–	0.01%	782
2023 Q2	$14.5K	Buy	129 +113	+706%	+$11.9K	0.01%	796
2023 Q1	$1.68K	Hold	16	–	–	﹤0.01%	1221
2022 Q4	$1.77K	Hold	16	–	–	﹤0.01%	1233
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1353
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	1319
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	1408
2021 Q4	$2K	Buy	+16	New	+$1.99K	﹤0.01%	1289

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Newbridge Financial Services Group's XYL Position: Q2 2026 in Review

Newbridge Financial Services Group held its Xylem (XYL) position steady in Q2 2026 at 594 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #405.

Newbridge Financial Services Group first reported a position in XYL in Q4 2021 and has held it in 16 quarters since. The position peaked at $87.6K in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Newbridge Financial Services Group held 594 shares of Xylem worth $70.2K as of Q2 2026.
Newbridge Financial Services Group left its Xylem share count unchanged in Q2 2026.
Xylem made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #405 holding.
Newbridge Financial Services Group first reported a position in Xylem in Q4 2021 and has held it in 16 quarters since.
Newbridge Financial Services Group's Xylem position peaked at $87.6K in Q3 2025.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.