Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$753K Buy
6,300
+734
+13% +$96.3K 0.07% 150
2025
Q4
$758K Sell
5,566
-2,715
-33% -$391K 0.07% 152
2025
Q3
$1.22M Sell
8,281
-12
-0.1% -$1.66K 0.12% 115
2025
Q2
$1.07M Buy
8,293
+338
+4% +$40.9K 0.11% 121
2025
Q1
$950K Sell
7,955
-37,171
-82% -$4.61M 0.11% 117
2024
Q4
$5.24M Buy
45,126
+3,860
+9% +$488K 0.63% 41
2024
Q3
$5.57M Buy
41,266
+2,511
+6% +$336K 0.69% 38
2024
Q2
$5.26M Sell
38,755
-254
-0.7% -$34.6K 0.72% 35
2024
Q1
$5.04M Buy
39,009
+204
+0.5% +$24.6K 0.71% 36
2023
Q4
$4.44M Buy
38,805
+1,668
+4% +$166K 0.7% 35
2023
Q3
$3.41M Buy
37,137
+76
+0.2% +$7.84K 0.6% 38
2023
Q2
$4.17M Buy
37,061
+160
+0.4% +$16.9K 0.71% 33
2023
Q1
$3.86M Buy
+36,901
New +$3.85M 0.7% 31
2022
Q4
Sell
-32,968
Closed -$2.88M 182
2022
Q3
$2.88M Buy
32,968
+2,163
+7% +$197K 0.66% 31
2022
Q2
$2.41M Buy
30,805
+894
+3% +$73.8K 0.49% 44
2022
Q1
$2.55M Buy
29,911
+8,574
+40% +$821K 0.48% 42
2021
Q4
$2.56M Buy
21,337
+1,952
+10% +$242K 0.41% 50
2021
Q3
$2.4M Buy
19,385
+1,330
+7% +$171K 0.48% 50
2021
Q2
$2.17M Buy
18,055
+2,733
+18% +$312K 0.43% 56
2021
Q1
$1.61M Buy
15,322
+262
+2% +$26.6K 0.35% 58
2020
Q4
$1.53M Buy
15,060
+177
+1% +$16.6K 0.37% 55
2020
Q3
$1.34M Sell
14,883
-768
-5% -$59.8K 0.34% 57
2020
Q2
$1.02M Sell
15,651
-13
-0.1% -$858 0.27% 58
2020
Q1
$1.02M Buy
+15,664
New +$1.23M 0.31% 55

Other funds holding XYL

Allen Capital Group's XYL Position: Q1 2026 in Review

Allen Capital Group increased its Xylem (XYL) stake by 13% in Q1 2026, buying an estimated $96.3K and bringing the position to 6,300 shares worth $753K. The position accounts for 0.07% of the portfolio, ranked #150.

Allen Capital Group first reported a position in XYL in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.57M in Q3 2024. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Allen Capital Group held 6,300 shares of Xylem worth $753K as of Q1 2026.
  • Allen Capital Group bought 734 Xylem shares in Q1 2026, an estimated $96.3K.
  • Xylem made up 0.07% of Allen Capital Group's portfolio in Q1 2026, its #150 holding.
  • Allen Capital Group first reported a position in Xylem in Q1 2020 and has held it in 24 quarters since.
  • Allen Capital Group's Xylem position peaked at $5.57M in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.