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Bruce G. Allen Investments’s Xylem XYL Stock Holding History

Bruce G. Allen Investments’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 		$24.1K Sell
204
-10
-5% -$1.15K 0.02% 382
2026
Q1 		$25.6K Hold
214
– – 0.02% 361
2025
Q4 		$29.1K Hold
214
– – 0.02% 346
2025
Q3 		$31.6K Hold
214
– – 0.02% 335
2025
Q2 		$27.7K Sell
214
-4
-2% -$484 0.02% 346
2025
Q1 		$26K Sell
218
-1
-0.5% -$124 0.02% 350
2024
Q4 		$25.4K Sell
219
-6
-3% -$759 0.02% 353
2024
Q3 		$30.4K Hold
225
– – 0.02% 335
2024
Q2 		$30.5K Sell
225
-8
-3% -$1.09K 0.03% 323
2024
Q1 		$30.1K Hold
233
– – 0.02% 327
2023
Q4 		$26.6K Buy
+233
New +$23.3K 0.02% 337

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

Bruce G. Allen Investments's XYL Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Xylem (XYL) stake by 4.7% in Q2 2026, selling an estimated $1.15K and leaving 204 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #382.

Bruce G. Allen Investments first reported a position in XYL in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.6K in Q3 2025. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Bruce G. Allen Investments held 204 shares of Xylem worth $24.1K as of Q2 2026.
  • Bruce G. Allen Investments sold 10 Xylem shares in Q2 2026, an estimated $1.15K.
  • Xylem made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #382 holding.
  • Bruce G. Allen Investments first reported a position in Xylem in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Xylem position peaked at $31.6K in Q3 2025.
  • 1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.