USA Financial Formulas
XYL icon

USA Financial Formulas’s Xylem XYL Stock Holding History

USA Financial Formulas’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
Q3 		$136K Buy
1,346
+656
+95% +$75.1K 0.03% 163
2026
Q2 		$81.6K Buy
+690
New +$79.6K 0.01% 207
2024
Q3 		– Sell
-5,895
Closed -$800K – 375
2024
Q2 		$800K Buy
+5,895
New +$802K 0.13% 85
2022
Q3 		– Sell
-15
Closed -$1K – 433
2022
Q2 		$1K Hold
15
– – ﹤0.01% 314
2022
Q1 		$1K Hold
15
– – ﹤0.01% 340
2021
Q4 		$2K Sell
15
-7
-32% -$869 ﹤0.01% 280
2021
Q3 		$3K Buy
22
+7
+47% +$901 ﹤0.01% 302
2021
Q2 		$2K Buy
15
+1
+7% +$114 ﹤0.01% 330
2021
Q1 		$1K Sell
14
-3
-18% -$304 ﹤0.01% 325
2020
Q4 		$2K Sell
17
-21
-55% -$1.97K ﹤0.01% 244
2020
Q3 		$3K Hold
38
– – ﹤0.01% 205
2020
Q2 		$2K Buy
+38
New +$2.51K ﹤0.01% 134
2018
Q3 		– Sell
-49,747
Closed -$3.83M – 418
2018
Q2 		$3.83M Sell
49,747
-392
-0.8% -$28.5K 0.93% 32
2018
Q1 		$3.86M Sell
50,139
-5,046
-9% -$373K 0.93% 32
2017
Q4 		$3.76M Buy
+55,185
New +$3.66M 0.9% 46
2017
Q1 		– Sell
-52,308
Closed -$2.59M – 353
2016
Q4 		$2.59M Sell
52,308
-10,027
-16% -$508K 0.64% 55
2016
Q3 		$3.27M Buy
+62,335
New +$3.06M 0.84% 26

Other funds holding XYL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

USA Financial Formulas's XYL Position: Q3 2026 in Review

USA Financial Formulas increased its Xylem (XYL) stake by 95% in Q3 2026, buying an estimated $75.1K and bringing the position to 1,346 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #163.

USA Financial Formulas first reported a position in XYL in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.86M in Q1 2018. 773 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • USA Financial Formulas held 1,346 shares of Xylem worth $136K as of Q3 2026.
  • USA Financial Formulas bought 656 Xylem shares in Q3 2026, an estimated $75.1K.
  • Xylem made up 0.03% of USA Financial Formulas's portfolio in Q3 2026, its #163 holding.
  • USA Financial Formulas first reported a position in Xylem in Q3 2016 and has held it in 17 quarters since.
  • USA Financial Formulas's Xylem position peaked at $3.86M in Q1 2018.
  • 773 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.