Next Level Wealth Planning
XYL icon

Next Level Wealth Planning’s Xylem XYL Stock Holding History

Next Level Wealth Planning’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 		$70.9K Buy
+700
New +$80.1K 0.03% 140

Other funds holding XYL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Troy Asset Management
Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

Next Level Wealth Planning's XYL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Xylem (XYL) in Q3 2026: 700 shares worth $70.9K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings.

537 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Next Level Wealth Planning held 700 shares of Xylem worth $70.9K as of Q3 2026.
  • Xylem was a new Next Level Wealth Planning position in Q3 2026.
  • Xylem made up 0.03% of Next Level Wealth Planning's portfolio in Q3 2026, its #140 holding.
  • 537 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.