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SHP Wealth Management’s Xylem XYL Stock Holding History

SHP Wealth Management’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 		$2.72K Sell
23
-177
-89% -$20.4K ﹤0.01% 1312
2026
Q1 		$23.9K Buy
+200
New +$26.2K ﹤0.01% 680

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 $3.38T AUM 44.17% 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

SHP Wealth Management's XYL Position: Q2 2026 in Review

SHP Wealth Management reduced its Xylem (XYL) stake by 89% in Q2 2026, selling an estimated $20.4K and leaving 23 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

SHP Wealth Management first reported a position in XYL in Q1 2026 and has held it in 2 quarters since. The position peaked at $23.9K in Q1 2026. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • SHP Wealth Management held 23 shares of Xylem worth $2.72K as of Q2 2026.
  • SHP Wealth Management sold 177 Xylem shares in Q2 2026, an estimated $20.4K.
  • Xylem made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1312 holding.
  • SHP Wealth Management first reported a position in Xylem in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Xylem position peaked at $23.9K in Q1 2026.
  • 1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.