Caldwell Trust’s Xylem XYL Stock Holding History

Caldwell Trust’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	$40.8K	Hold	345	–	–	﹤0.01%	520
2026 Q1	$41.2K	Buy	345 +25	+8%	+$3.28K	﹤0.01%	515
2025 Q4	$43.6K	Hold	320	–	–	﹤0.01%	499
2025 Q3	$47.2K	Hold	320	–	–	﹤0.01%	484
2025 Q2	$41.4K	Hold	320	–	–	﹤0.01%	488
2025 Q1	$38.2K	Hold	320	–	–	﹤0.01%	487
2024 Q4	$37.1K	Hold	320	–	–	﹤0.01%	483
2024 Q3	$43.2K	Hold	320	–	–	﹤0.01%	472
2024 Q2	$43.4K	Hold	320	–	–	﹤0.01%	468
2024 Q1	$41.4K	Hold	320	–	–	﹤0.01%	479
2023 Q4	$36.6K	Hold	320	–	–	﹤0.01%	482
2023 Q3	$29.1K	Hold	320	–	–	﹤0.01%	498
2023 Q2	$36K	Sell	320 -160	-33%	-$16.9K	﹤0.01%	492
2023 Q1	$50.3K	Sell	480 -320	-40%	-$33.4K	0.01%	437
2022 Q4	$88.5K	Hold	800	–	–	0.01%	354
2022 Q3	$69.9K	Hold	800	–	–	0.01%	379
2022 Q2	$62.5K	Hold	800	–	–	0.01%	417
2022 Q1	$68.2K	Hold	800	–	–	0.01%	418
2021 Q4	$95.9K	Hold	800	–	–	0.01%	374
2021 Q3	$98.9K	Hold	800	–	–	0.01%	362
2021 Q2	$96K	Hold	800	–	–	0.01%	372
2021 Q1	$84.1K	Hold	800	–	–	0.01%	370
2020 Q4	$81.4K	Hold	800	–	–	0.01%	359
2020 Q3	$67.3K	Hold	800	–	–	0.01%	378
2020 Q2	$52K	Hold	800	–	–	0.01%	403
2020 Q1	$52.1K	Hold	800	–	–	0.01%	409
2019 Q4	$63K	Buy	+800	New	+$62.3K	0.01%	424

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 $416B AUM 44.19% 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

Caldwell Trust's XYL Position: Q2 2026 in Review

Caldwell Trust held its Xylem (XYL) position steady in Q2 2026 at 345 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Caldwell Trust first reported a position in XYL in Q4 2019 and has held it in 27 quarters since. The position peaked at $98.9K in Q3 2021. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Caldwell Trust held 345 shares of Xylem worth $40.8K as of Q2 2026.
Caldwell Trust left its Xylem share count unchanged in Q2 2026.
Xylem made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #520 holding.
Caldwell Trust first reported a position in Xylem in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Xylem position peaked at $98.9K in Q3 2021.
1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.