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Xylem shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Xylem (XYL) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Xylem

Tip: Access up to 7 years of quarterly data

All positions including Xylem held by National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xylem by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 1.8k 136.21
2025-09-30 $577k 3.9k 147.52

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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group New Geography SHS (CGNG)
Spdr Gold Tr Gold Shs (GLD)
Palantir Technologies Cl A (PLTR)

View all positions for National Wealth Management Group

Top funds holding Xylem

Vanguard Group
Lombard Odier Asset Management
BlackRock
State Street Corporation
Geode Capital Management
Swedbank AB
Amundi
Pictet Asset Management Holding SA
Impax Asset Management Group
Royal Bank of Canada
Artisan Partners Limited Partnership
Ubs Global Asset Management Americas
Invesco
Northern Trust
Victory Capital Management

View all funds holding Xylem