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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Waverly Advisors's XYL Position: Q1 2026 in Review

Waverly Advisors increased its Xylem (XYL) stake by 9.3% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,191 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Waverly Advisors first reported a position in XYL in Q3 2025 and has held it in 3 quarters since. The position peaked at $273K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Waverly Advisors held 2,191 shares of Xylem worth $262K as of Q1 2026.
  • Waverly Advisors bought 187 Xylem shares in Q1 2026, an estimated $24.5K.
  • Xylem made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1378 holding.
  • Waverly Advisors first reported a position in Xylem in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Xylem position peaked at $273K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.