Burney Company’s Xylem XYL Stock Holding History

Burney Company’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	$846K	Sell	7,160 -480	-6%	-$55.4K	0.02%	380
2026 Q1	$913K	Sell	7,640 -29,606	-79%	-$3.88M	0.03%	349
2025 Q4	$5.07M	Buy	37,246 +18,672	+101%	+$2.69M	0.16%	134
2025 Q3	$2.74M	Buy	18,574 +12,779	+221%	+$1.77M	0.09%	196
2025 Q2	$750K	Hold	5,795	–	–	0.03%	344
2025 Q1	$692K	Hold	5,795	–	–	0.03%	360
2024 Q4	$672K	Sell	5,795 -490	-8%	-$61.9K	0.02%	379
2024 Q3	$849K	Hold	6,285	–	–	0.03%	346
2024 Q2	$852K	Sell	6,285 -160	-2%	-$21.8K	0.03%	337
2024 Q1	$833K	Hold	6,445	–	–	0.03%	357
2023 Q4	$737K	Hold	6,445	–	–	0.03%	365
2023 Q3	$587K	Buy	6,445 +1,090	+20%	+$112K	0.03%	384
2023 Q2	$603K	Hold	5,355	–	–	0.03%	378
2023 Q1	$561K	Hold	5,355	–	–	0.03%	384
2022 Q4	$592K	Sell	5,355 -80	-1%	-$8.38K	0.03%	371
2022 Q3	$475K	Hold	5,435	–	–	0.03%	416
2022 Q2	$425K	Hold	5,435	–	–	0.02%	422
2022 Q1	$463K	Hold	5,435	–	–	0.02%	425
2021 Q4	$652K	Sell	5,435 -220	-4%	-$27.3K	0.03%	391
2021 Q3	$699K	Hold	5,655	–	–	0.03%	365
2021 Q2	$678K	Hold	5,655	–	–	0.03%	385
2021 Q1	$595K	Hold	5,655	–	–	0.03%	383
2020 Q4	$576K	Hold	5,655	–	–	0.03%	362
2020 Q3	$476K	Hold	5,655	–	–	0.03%	361
2020 Q2	$367K	Hold	5,655	–	–	0.02%	372
2020 Q1	$368K	Sell	5,655 -220	-4%	-$17.3K	0.03%	327
2019 Q4	$463K	Hold	5,875	–	–	0.03%	339
2019 Q3	$468K	Buy	5,875 +100	+2%	+$7.86K	0.03%	322
2019 Q2	$483K	Hold	5,775	–	–	0.03%	327
2019 Q1	$456K	Hold	5,775	–	–	0.03%	331
2018 Q4	$385K	Hold	5,775	–	–	0.03%	339
2018 Q3	$461K	Sell	5,775 -100	-2%	-$7.47K	0.03%	336
2018 Q2	$396K	Hold	5,875	–	–	0.02%	343
2018 Q1	$452K	Hold	5,875	–	–	0.03%	304
2017 Q4	$401K	Hold	5,875	–	–	0.02%	317
2017 Q3	$367K	Sell	5,875 -200	-3%	-$12K	0.02%	307
2017 Q2	$334K	Sell	6,075 -118	-2%	-$6.14K	0.02%	314
2017 Q1	$311K	Sell	6,193 -590	-9%	-$28.8K	0.02%	311
2016 Q4	$336K	Sell	6,783 -610	-8%	-$30.9K	0.02%	304
2016 Q3	$386K	Hold	7,393	–	–	0.03%	288
2016 Q2	$330K	Buy	7,393 +350	+5%	+$15.2K	0.02%	303
2016 Q1	$288K	Hold	7,043	–	–	0.02%	327
2015 Q4	$260K	Sell	7,043 -100	-1%	-$3.62K	0.02%	322
2015 Q3	$235K	Buy	7,143 +100	+1%	+$3.37K	0.02%	334
2015 Q2	$261K	Hold	7,043	–	–	0.02%	348
2015 Q1	$247K	Sell	7,043 -60	-0.8%	-$2.12K	0.02%	366
2014 Q4	$270K	Hold	7,103	–	–	0.02%	336
2014 Q3	$252K	Sell	7,103 -450	-6%	-$16.7K	0.02%	361
2014 Q2	$295K	Hold	7,553	–	–	0.03%	348
2014 Q1	$275K	Hold	7,553	–	–	0.03%	352
2013 Q4	$261K	Hold	7,553	–	–	0.03%	365
2013 Q3	$211K	Hold	7,553	–	–	0.02%	395
2013 Q2	$203K	Buy	+7,553	New	+$209K	0.03%	381

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Burney Company's XYL Position: Q2 2026 in Review

Burney Company reduced its Xylem (XYL) stake by 6.3% in Q2 2026, selling an estimated $55.4K and leaving 7,160 shares worth $846K. The position accounts for 0.02% of the portfolio, ranked #380.

Burney Company first reported a position in XYL in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.07M in Q4 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Burney Company held 7,160 shares of Xylem worth $846K as of Q2 2026.
Burney Company sold 480 Xylem shares in Q2 2026, an estimated $55.4K.
Xylem made up 0.02% of Burney Company's portfolio in Q2 2026, its #380 holding.
Burney Company first reported a position in Xylem in Q2 2013 and has held it in 53 quarters since.
Burney Company's Xylem position peaked at $5.07M in Q4 2025.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.