BWP
XYL icon

BSW Wealth Partners’s Xylem XYL Stock Holding History

BSW Wealth 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 		$407K Sell
3,444
-563
-14% -$65K 0.05% 202
2026
Q1 		$479K Buy
4,007
+570
+17% +$74.7K 0.06% 182
2025
Q4 		$468K Sell
3,437
-356
-9% -$51.2K 0.06% 189
2025
Q3 		$560K Buy
+3,793
New +$526K 0.07% 160
2025
Q1 		– Sell
-2,746
Closed -$319K – 334
2024
Q4 		$319K Buy
2,746
+56
+2% +$7.08K 0.05% 223
2024
Q3 		$363K Buy
2,690
+346
+15% +$46.3K 0.05% 201
2024
Q2 		$318K Buy
2,344
+417
+22% +$56.7K 0.05% 198
2024
Q1 		$249K Buy
+1,927
New +$233K 0.04% 245
2023
Q3 		– Sell
-3,112
Closed -$350K – 291
2023
Q2 		$350K Sell
3,112
-4,969
-61% -$525K 0.07% 160
2023
Q1 		$846K Sell
8,081
-236
-3% -$24.6K 0.17% 87
2022
Q4 		$920K Buy
8,317
+583
+8% +$61.1K 0.2% 73
2022
Q3 		$676K Buy
7,734
+1,362
+21% +$124K 0.17% 78
2022
Q2 		$498K Buy
6,372
+421
+7% +$34.8K 0.12% 121
2022
Q1 		$507K Buy
5,951
+565
+10% +$54.1K 0.13% 120
2021
Q4 		$646K Buy
5,386
+519
+11% +$64.4K 0.16% 95
2021
Q3 		$602K Buy
4,867
+1,287
+36% +$166K 0.17% 87
2021
Q2 		$429K Buy
3,580
+679
+23% +$77.5K 0.12% 112
2021
Q1 		$305K Buy
2,901
+611
+27% +$61.9K 0.09% 140
2020
Q4 		$233K Buy
+2,290
New +$215K 0.07% 152
2019
Q4 		– Sell
-614
Closed -$49K – 159
2019
Q3 		$49K Buy
614
+23
+4% +$1.81K 0.02% 123
2019
Q2 		$49K Buy
591
+23
+4% +$1.83K 0.02% 125
2019
Q1 		$45K Buy
+568
New +$41.4K 0.02% 99
2018
Q4 		– Sell
-4,338
Closed -$346K – 146
2018
Q3 		$346K Buy
+4,338
New +$324K 0.13% 67

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

BSW Wealth Partners's XYL Position: Q2 2026 in Review

BSW Wealth Partners reduced its Xylem (XYL) stake by 14% in Q2 2026, selling an estimated $65K and leaving 3,444 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #202.

BSW Wealth Partners first reported a position in XYL in Q3 2018 and has held it in 23 quarters since. The position peaked at $920K in Q4 2022. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • BSW Wealth Partners held 3,444 shares of Xylem worth $407K as of Q2 2026.
  • BSW Wealth Partners sold 563 Xylem shares in Q2 2026, an estimated $65K.
  • Xylem made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #202 holding.
  • BSW Wealth Partners first reported a position in Xylem in Q3 2018 and has held it in 23 quarters since.
  • BSW Wealth Partners's Xylem position peaked at $920K in Q4 2022.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.