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 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 $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

Seneca Financial Advisors's XYL Position: Q1 2026 in Review

Seneca Financial Advisors held its Xylem (XYL) position steady in Q1 2026 at 1,828 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #59.

Seneca Financial Advisors first reported a position in XYL in Q4 2020 and has held it in 21 quarters since. The position peaked at $637K in Q2 2021. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Seneca Financial Advisors held 1,828 shares of Xylem worth $218K as of Q1 2026.
Seneca Financial Advisors left its Xylem share count unchanged in Q1 2026.
Xylem made up 0.06% of Seneca Financial Advisors's portfolio in Q1 2026, its #59 holding.
Seneca Financial Advisors first reported a position in Xylem in Q4 2020 and has held it in 21 quarters since.
Seneca Financial Advisors's Xylem position peaked at $637K in Q2 2021.
1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.