Caprock Group’s Xylem XYL Stock Holding History

Caprock Group’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	$1.22M	Sell	10,178 -2,590	-20%	-$340K	0.03%	486
2025 Q4	$1.74M	Buy	12,768 +311	+2%	+$44.7K	0.04%	424
2025 Q3	$1.77M	Buy	+12,457	New	+$1.73M	0.04%	382
2025 Q1	$1.36M	Buy	11,379 +4,670	+70%	+$579K	0.04%	373
2024 Q4	$778K	Sell	6,709 -1,521	-18%	-$192K	0.03%	492
2024 Q3	$1.11M	Sell	8,230 -822	-9%	-$110K	0.04%	371
2024 Q2	$1.23M	Buy	9,052 +3,776	+72%	+$514K	0.05%	320
2024 Q1	$682K	Buy	5,276 +100	+2%	+$12.1K	0.04%	333
2023 Q4	$592K	Sell	5,176 -407	-7%	-$40.6K	0.04%	346
2023 Q3	$508K	Buy	5,583 +658	+13%	+$67.9K	0.04%	354
2023 Q2	$555K	Buy	4,925 +76	+2%	+$8.04K	0.04%	351
2023 Q1	$508K	Sell	4,849 -1,532	-24%	-$160K	0.04%	357
2022 Q4	$706K	Buy	6,381 +1,833	+40%	+$192K	0.07%	223
2022 Q3	$397K	Buy	4,548 +1,398	+44%	+$127K	0.04%	334
2022 Q2	$246K	Buy	3,150 +104	+3%	+$8.59K	0.02%	434
2022 Q1	$260K	Sell	3,046 -676	-18%	-$64.8K	0.02%	477
2021 Q4	$446K	Sell	3,722 -118	-3%	-$14.6K	0.04%	320
2021 Q3	$475K	Buy	3,840 +515	+15%	+$66.3K	0.04%	266
2021 Q2	$399K	Sell	3,325 -279	-8%	-$31.9K	0.04%	300
2021 Q1	$379K	Sell	3,604 -853	-19%	-$86.5K	0.04%	282
2020 Q4	$454K	Sell	4,457 -315	-7%	-$29.6K	0.05%	245
2020 Q3	$401K	Buy	4,772 +98	+2%	+$7.63K	0.05%	247
2020 Q2	$304K	Sell	4,674 -383	-8%	-$25.3K	0.05%	288
2020 Q1	$329K	Sell	5,057 -86	-2%	-$6.78K	0.06%	217
2019 Q4	$405K	Buy	5,143 +149	+3%	+$11.6K	0.07%	196
2019 Q3	$398K	Buy	4,994 +181	+4%	+$14.2K	0.08%	187
2019 Q2	$403K	Buy	4,813 +53	+1%	+$4.22K	0.08%	187
2019 Q1	$376K	Sell	4,760 -3,724	-44%	-$272K	0.07%	217
2018 Q4	$566K	Sell	8,484 -1,242	-13%	-$85.9K	0.13%	141
2018 Q3	$777K	Sell	9,726 -73	-0.7%	-$5.45K	0.16%	121
2018 Q2	$660K	Sell	9,799 -2,909	-23%	-$211K	0.14%	136
2018 Q1	$977K	Buy	12,708 +16	+0.1%	+$1.18K	0.21%	97
2017 Q4	$894K	Buy	12,692 +2,870	+29%	+$191K	0.17%	122
2017 Q3	$615K	Sell	9,822 -663	-6%	-$39.6K	0.13%	160
2017 Q2	$581K	Buy	10,485 +5,861	+127%	+$305K	0.13%	161
2017 Q1	$232K	Buy	4,624 +184	+4%	+$8.97K	0.05%	299
2016 Q4	$220K	Sell	4,440 -715	-14%	-$36.2K	0.06%	293
2016 Q3	$270K	Sell	5,155 -116	-2%	-$5.69K	0.06%	272
2016 Q2	$235K	Buy	5,271 +300	+6%	+$13K	0.06%	245
2016 Q1	$203K	Buy	+4,971	New	+$183K	0.05%	315

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

Caprock Group's XYL Position: Q1 2026 in Review

Caprock Group reduced its Xylem (XYL) stake by 20% in Q1 2026, selling an estimated $340K and leaving 10,178 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #486.

Caprock Group first reported a position in XYL in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.77M in Q3 2025. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Caprock Group held 10,178 shares of Xylem worth $1.22M as of Q1 2026.
Caprock Group sold 2,590 Xylem shares in Q1 2026, an estimated $340K.
Xylem made up 0.03% of Caprock Group's portfolio in Q1 2026, its #486 holding.
Caprock Group first reported a position in Xylem in Q1 2016 and has held it in 40 quarters since.
Caprock Group's Xylem position peaked at $1.77M in Q3 2025.
1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.