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NewEdge Wealth’s Xylem XYL Stock Holding History

NewEdge Wealth’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 		$300K Buy
+2,542
New +$293K ﹤0.01% 1032
2026
Q1 		– Sell
-2,991
Closed -$407K – 1292
2025
Q4 		$407K Buy
2,991
+1,657
+124% +$238K ﹤0.01% 914
2025
Q3 		$201K Buy
+1,334
New +$185K ﹤0.01% 995
2025
Q2 		– Sell
-2,086
Closed -$249K – 1041
2025
Q1 		$249K Sell
2,086
-638
-23% -$79.1K ﹤0.01% 815
2024
Q4 		$316K Sell
2,724
-586
-18% -$74.1K 0.01% 749
2024
Q3 		$447K Buy
3,310
+280
+9% +$37.5K 0.01% 645
2024
Q2 		$411K Buy
3,030
+36
+1% +$4.9K 0.01% 589
2024
Q1 		$407K Buy
2,994
+364
+14% +$44K 0.01% 604
2023
Q4 		$301K Sell
2,630
-5
-0.2% -$499 0.01% 622
2023
Q3 		$240K Hold
2,635
– – 0.01% 580
2023
Q2 		$297K Buy
+2,635
New +$279K 0.01% 548

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

NewEdge Wealth's XYL Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Xylem (XYL) in Q2 2026: 2,542 shares worth $300K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in XYL as recently as Q4 2025.

NewEdge Wealth first reported a position in XYL in Q2 2023 and has held it in 11 quarters since. The position peaked at $447K in Q3 2024. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • NewEdge Wealth held 2,542 shares of Xylem worth $300K as of Q2 2026.
  • Xylem was a new NewEdge Wealth position in Q2 2026.
  • Xylem made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1032 holding.
  • NewEdge Wealth first reported a position in Xylem in Q2 2023 and has held it in 11 quarters since.
  • NewEdge Wealth's Xylem position peaked at $447K in Q3 2024.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.