SMART Wealth’s Xylem XYL Stock Holding History

SMART Wealth’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	–	Sell	-1,662	Closed	-$226K	–	236
2025 Q4	$226K	Buy	+1,662	New	+$239K	0.07%	172

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

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

Amundi Paris, France $416B AUM 44.19% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SMART Wealth's XYL Position: Q1 2026 in Review

SMART Wealth sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,662 shares — an estimated $226K sold.

SMART Wealth first reported a position in XYL in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

SMART Wealth reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 1,662 Xylem shares in Q1 2026, an estimated $226K.
SMART Wealth first reported a position in Xylem in Q4 2025 and held it in 1 quarter.
SMART Wealth's Xylem position peaked at $226K in Q4 2025.
1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.