Nicholson Wealth Management Group’s Xylem XYL Stock Holding History

Nicholson Wealth Management 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 Q3	$1.4M	Buy	13,861 +213	+2%	+$24.4K	0.84%	72
2026 Q2	$1.61M	Sell	13,648 -175	-1%	-$20.2K	0.95%	58
2026 Q1	$1.65M	Buy	13,823 +246	+2%	+$32.3K	0.96%	57
2025 Q4	$1.85M	Sell	13,577 -69	-0.5%	-$9.9K	1.09%	37
2025 Q3	$2.01M	Buy	13,646 +476	+4%	+$66K	1.18%	19
2025 Q2	$1.7M	Buy	13,170 +58	+0.4%	+$7.02K	1.05%	35
2025 Q1	$1.57M	Buy	13,112 +504	+4%	+$62.5K	1.03%	47
2024 Q4	$1.46M	Buy	12,608 +7,753	+160%	+$980K	0.98%	54
2024 Q3	$656K	Buy	+4,855	New	+$650K	0.54%	72

Other funds holding XYL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nicholson Wealth Management Group's XYL Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its Xylem (XYL) stake by 1.6% in Q3 2026, buying an estimated $24.4K and bringing the position to 13,861 shares worth $1.4M. The position accounts for 0.84% of the portfolio, ranked #72.

Nicholson Wealth Management Group first reported a position in XYL in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q3 2025. 906 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Nicholson Wealth Management Group held 13,861 shares of Xylem worth $1.4M as of Q3 2026.
Nicholson Wealth Management Group bought 213 Xylem shares in Q3 2026, an estimated $24.4K.
Xylem made up 0.84% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #72 holding.
Nicholson Wealth Management Group first reported a position in Xylem in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's Xylem position peaked at $2.01M in Q3 2025.
906 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.