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Callan Family Office’s Xylem XYL Stock Holding History

Callan Family Office’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 		$629K Sell
5,323
-1,164
-18% -$134K 0.01% 736
2026
Q1 		$775K Sell
6,487
-634
-9% -$83.1K 0.02% 632
2025
Q4 		$970K Buy
7,121
+2,168
+44% +$312K 0.02% 556
2025
Q3 		$731K Sell
4,953
-87
-2% -$12.1K 0.02% 439
2025
Q2 		$652K Buy
+5,040
New +$610K 0.02% 505
2025
Q1 		– Sell
-2,826
Closed -$328K – 655
2024
Q4 		$328K Buy
+2,826
New +$357K 0.02% 463

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

Callan Family Office's XYL Position: Q2 2026 in Review

Callan Family Office reduced its Xylem (XYL) stake by 18% in Q2 2026, selling an estimated $134K and leaving 5,323 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #736.

Callan Family Office first reported a position in XYL in Q4 2024 and has held it in 6 quarters since. The position peaked at $970K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Callan Family Office held 5,323 shares of Xylem worth $629K as of Q2 2026.
  • Callan Family Office sold 1,164 Xylem shares in Q2 2026, an estimated $134K.
  • Xylem made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #736 holding.
  • Callan Family Office first reported a position in Xylem in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Xylem position peaked at $970K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.