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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
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% -$9.92K 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
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

Nicholson Wealth Management Group's XYL Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Xylem (XYL) stake by 1.3% in Q2 2026, selling an estimated $20.2K and leaving 13,648 shares worth $1.61M. The position accounts for 0.95% of the portfolio, ranked #58.

Nicholson Wealth Management Group first reported a position in XYL in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Nicholson Wealth Management Group held 13,648 shares of Xylem worth $1.61M as of Q2 2026.
  • Nicholson Wealth Management Group sold 175 Xylem shares in Q2 2026, an estimated $20.2K.
  • Xylem made up 0.95% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #58 holding.
  • Nicholson Wealth Management Group first reported a position in Xylem in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Xylem position peaked at $2.01M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.