Seneca Financial Advisors’s Xylem XYL Stock Holding History

Seneca Financial Advisors’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	$216K	Hold	1,828	–	–	0.06%	65
2026 Q1	$218K	Hold	1,828	–	–	0.06%	59
2025 Q4	$249K	Hold	1,828	–	–	0.08%	54
2025 Q3	$270K	Hold	1,828	–	–	0.09%	49
2025 Q2	$236K	Hold	1,828	–	–	0.09%	50
2025 Q1	$218K	Hold	1,828	–	–	0.11%	48
2024 Q4	$212K	Hold	1,828	–	–	0.11%	49
2024 Q3	$247K	Hold	1,828	–	–	0.12%	43
2024 Q2	$248K	Sell	1,828 -712	-28%	-$96.9K	0.13%	50
2024 Q1	$328K	Hold	2,540	–	–	0.18%	46
2023 Q4	$290K	Hold	2,540	–	–	0.17%	45
2023 Q3	$231K	Hold	2,540	–	–	0.16%	45
2023 Q2	$286K	Hold	2,540	–	–	0.19%	42
2023 Q1	$266K	Hold	2,540	–	–	0.17%	48
2022 Q4	$281K	Hold	2,540	–	–	0.18%	39
2022 Q3	$222K	Buy	+2,540	New	+$231K	0.16%	39
2022 Q2	–	Sell	-2,540	Closed	-$217K	–	48
2022 Q1	$217K	Hold	2,540	–	–	0.13%	40
2021 Q4	$305K	Hold	2,540	–	–	0.18%	38
2021 Q3	$314K	Sell	2,540 -2,768	-52%	-$356K	0.21%	33
2021 Q2	$637K	Hold	5,308	–	–	0.42%	26
2021 Q1	$558K	Sell	5,308 -115	-2%	-$11.7K	0.39%	28
2020 Q4	$552K	Buy	+5,423	New	+$510K	0.42%	27

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Seneca Financial Advisors's XYL Position: Q2 2026 in Review

Seneca Financial Advisors held its Xylem (XYL) position steady in Q2 2026 at 1,828 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #65.

Seneca Financial Advisors first reported a position in XYL in Q4 2020 and has held it in 22 quarters since. The position peaked at $637K in Q2 2021. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Seneca Financial Advisors held 1,828 shares of Xylem worth $216K as of Q2 2026.
Seneca Financial Advisors left its Xylem share count unchanged in Q2 2026.
Xylem made up 0.06% of Seneca Financial Advisors's portfolio in Q2 2026, its #65 holding.
Seneca Financial Advisors first reported a position in Xylem in Q4 2020 and has held it in 22 quarters since.
Seneca Financial Advisors's Xylem position peaked at $637K in Q2 2021.
1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.