Nvest Financial’s Xylem XYL Stock Holding History

Nvest Financial’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	$632K	Buy	5,292 +944	+22%	+$124K	0.24%	80
2025 Q4	$592K	Buy	4,348 +1,951	+81%	+$281K	0.25%	75
2025 Q3	$354K	Buy	+2,397	New	+$332K	0.2%	93

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

Nvest Financial's XYL Position: Q1 2026 in Review

Nvest Financial increased its Xylem (XYL) stake by 22% in Q1 2026, buying an estimated $124K and bringing the position to 5,292 shares worth $632K. The position accounts for 0.24% of the portfolio, ranked #80.

Nvest Financial first reported a position in XYL in Q3 2025 and has held it in 3 quarters since. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Nvest Financial held 5,292 shares of Xylem worth $632K as of Q1 2026.
Nvest Financial bought 944 Xylem shares in Q1 2026, an estimated $124K.
Xylem made up 0.24% of Nvest Financial's portfolio in Q1 2026, its #80 holding.
Nvest Financial first reported a position in Xylem in Q3 2025 and has held it in 3 quarters since.
1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.