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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Nicholson Wealth Management Group's XYL Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its Xylem (XYL) stake by 1.8% in Q1 2026, buying an estimated $32.3K and bringing the position to 13,823 shares worth $1.65M. The position accounts for 0.96% of the portfolio, ranked #57.

Nicholson Wealth Management Group first reported a position in XYL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q3 2025. 1,108 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Nicholson Wealth Management Group held 13,823 shares of Xylem worth $1.65M as of Q1 2026.
Nicholson Wealth Management Group bought 246 Xylem shares in Q1 2026, an estimated $32.3K.
Xylem made up 0.96% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #57 holding.
Nicholson Wealth Management Group first reported a position in Xylem in Q3 2024 and has held it in 7 quarters since.
Nicholson Wealth Management Group's Xylem position peaked at $2.01M in Q3 2025.
1,108 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.