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True Wealth Design’s Xylem XYL Stock Holding History

True Wealth Design’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 		$57K Buy
482
+334
+226% +$38.6K 0.01% 441
2026
Q1 		$17.7K Buy
148
+5
+3% +$656 ﹤0.01% 765
2025
Q4 		$19.5K Buy
143
+4
+3% +$575 0.01% 618
2025
Q3 		$20.5K Buy
139
+67
+93% +$9.29K 0.01% 604
2025
Q2 		$9.31K Buy
72
+16
+29% +$1.94K ﹤0.01% 609
2025
Q1 		$6.69K Buy
56
+47
+522% +$5.82K ﹤0.01% 591
2024
Q4 		$1.04K Buy
9
+2
+29% +$253 ﹤0.01% 927
2024
Q3 		$946 Hold
7
– – ﹤0.01% 988
2024
Q2 		$950 Buy
7
+2
+40% +$272 ﹤0.01% 518
2024
Q1 		$647 Buy
5
+2
+67% +$242 ﹤0.01% 570
2023
Q4 		$344 Hold
3
– – ﹤0.01% 582
2023
Q3 		$274 Hold
3
– – ﹤0.01% 583
2023
Q2 		$338 Hold
3
– – ﹤0.01% 555
2023
Q1 		$315 Hold
3
– – ﹤0.01% 644
2022
Q4 		$332 Buy
+3
New +$314 ﹤0.01% 561

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

True Wealth Design's XYL Position: Q2 2026 in Review

True Wealth Design increased its Xylem (XYL) stake by 226% in Q2 2026, buying an estimated $38.6K and bringing the position to 482 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #441.

True Wealth Design first reported a position in XYL in Q4 2022 and has held it in 15 quarters since. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • True Wealth Design held 482 shares of Xylem worth $57K as of Q2 2026.
  • True Wealth Design bought 334 Xylem shares in Q2 2026, an estimated $38.6K.
  • Xylem made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #441 holding.
  • True Wealth Design first reported a position in Xylem in Q4 2022 and has held it in 15 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.