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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Caldwell Trust's XYL Position: Q1 2026 in Review

Caldwell Trust increased its Xylem (XYL) stake by 7.8% in Q1 2026, buying an estimated $3.28K and bringing the position to 345 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Caldwell Trust first reported a position in XYL in Q4 2019 and has held it in 26 quarters since. The position peaked at $98.9K in Q3 2021. 1,108 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Caldwell Trust held 345 shares of Xylem worth $41.2K as of Q1 2026.
Caldwell Trust bought 25 Xylem shares in Q1 2026, an estimated $3.28K.
Xylem made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #515 holding.
Caldwell Trust first reported a position in Xylem in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Xylem position peaked at $98.9K in Q3 2021.
1,108 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.