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Ballentine Partners’s Xylem XYL Stock Holding History

Ballentine Partners’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 		$2.09M Sell
17,674
-552
-3% -$63.7K 0.03% 212
2026
Q1 		$2.18M Sell
18,226
-118
-0.6% -$15.5K 0.03% 189
2025
Q4 		$2.5M Buy
18,344
+1,313
+8% +$189K 0.04% 164
2025
Q3 		$2.51M Buy
17,031
+1,170
+7% +$162K 0.03% 166
2025
Q2 		$2.05M Sell
15,861
-1,227
-7% -$149K 0.03% 190
2025
Q1 		$2.04M Buy
17,088
+8,066
+89% +$1,000K 0.04% 181
2024
Q4 		$1.05M Buy
9,022
+504
+6% +$63.7K 0.02% 272
2024
Q3 		$1.15M Buy
8,518
+2,086
+32% +$279K 0.02% 257
2024
Q2 		$872K Buy
6,432
+53
+0.8% +$7.21K 0.02% 291
2024
Q1 		$824K Sell
6,379
-66
-1% -$7.97K 0.02% 286
2023
Q4 		$737K Sell
6,445
-919
-12% -$91.7K 0.02% 285
2023
Q3 		$670K Sell
7,364
-386
-5% -$39.8K 0.02% 258
2023
Q2 		$873K Buy
7,750
+1,271
+20% +$134K 0.02% 217
2023
Q1 		$678K Sell
6,479
-317
-5% -$33.1K 0.02% 246
2022
Q4 		$751K Buy
6,796
+2,934
+76% +$308K 0.02% 215
2022
Q3 		$337K Buy
3,862
+888
+30% +$80.7K 0.01% 310
2022
Q2 		$232K Buy
+2,974
New +$246K 0.01% 372
2022
Q1 		– Sell
-3,920
Closed -$470K – 514
2021
Q4 		$470K Buy
3,920
+13
+0.3% +$1.61K 0.01% 280
2021
Q3 		$483K Buy
3,907
+713
+22% +$91.8K 0.02% 243
2021
Q2 		$383K Buy
+3,194
New +$365K 0.01% 278
2017
Q4 		– Sell
-3,363
Closed -$210K – 438
2017
Q3 		$210K Buy
+3,363
New +$201K 0.01% 346

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

Ballentine Partners's XYL Position: Q2 2026 in Review

Ballentine Partners reduced its Xylem (XYL) stake by 3% in Q2 2026, selling an estimated $63.7K and leaving 17,674 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #212.

Ballentine Partners first reported a position in XYL in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.51M in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Ballentine Partners held 17,674 shares of Xylem worth $2.09M as of Q2 2026.
  • Ballentine Partners sold 552 Xylem shares in Q2 2026, an estimated $63.7K.
  • Xylem made up 0.03% of Ballentine Partners's portfolio in Q2 2026, its #212 holding.
  • Ballentine Partners first reported a position in Xylem in Q3 2017 and has held it in 21 quarters since.
  • Ballentine Partners's Xylem position peaked at $2.51M in Q3 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.