Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

NewEdge Wealth's XYL Position: Q1 2026 in Review

NewEdge Wealth sold out of Xylem (XYL) in Q1 2026, closing a stake of 2,991 shares — an estimated $407K sold.

NewEdge Wealth first reported a position in XYL in Q2 2023 and held it in 10 quarters. The position peaked at $447K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • NewEdge Wealth reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 2,991 Xylem shares in Q1 2026, an estimated $407K.
  • NewEdge Wealth first reported a position in Xylem in Q2 2023 and held it in 10 quarters.
  • NewEdge Wealth's Xylem position peaked at $447K in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.