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Waverly Advisors’s Xylem XYL Stock Holding History

Waverly 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
Q2 		$371K Buy
3,135
+944
+43% +$109K ﹤0.01% 1310
2026
Q1 		$262K Buy
2,191
+187
+9% +$24.5K ﹤0.01% 1378
2025
Q4 		$273K Buy
2,004
+408
+26% +$58.7K ﹤0.01% 1255
2025
Q3 		$235K Buy
+1,596
New +$221K ﹤0.01% 1139

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

Waverly Advisors's XYL Position: Q2 2026 in Review

Waverly Advisors increased its Xylem (XYL) stake by 43% in Q2 2026, buying an estimated $109K and bringing the position to 3,135 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Waverly Advisors first reported a position in XYL in Q3 2025 and has held it in 4 quarters since. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Waverly Advisors held 3,135 shares of Xylem worth $371K as of Q2 2026.
  • Waverly Advisors bought 944 Xylem shares in Q2 2026, an estimated $109K.
  • Xylem made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1310 holding.
  • Waverly Advisors first reported a position in Xylem in Q3 2025 and has held it in 4 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.