Carr Financial Group’s Xylem XYL Stock Holding History

Carr Financial 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 Q2	$419K	Buy	3,547 +12	+0.3%	+$1.39K	0.1%	124
2026 Q1	$422K	Buy	3,535 +360	+11%	+$47.2K	0.11%	108
2025 Q4	$432K	Buy	3,175 +6	+0.2%	+$863	0.11%	114
2025 Q3	$467K	Buy	3,169 +6	+0.2%	+$832	0.13%	104
2025 Q2	$409K	Buy	3,163 +7	+0.2%	+$848	0.12%	111
2025 Q1	$377K	Sell	3,156 -491	-13%	-$60.8K	0.12%	115
2024 Q4	$423K	Buy	3,647 +8	+0.2%	+$1.01K	0.13%	113
2024 Q3	$491K	Buy	3,639 +524	+17%	+$70.1K	0.14%	108
2024 Q2	$423K	Buy	3,115 +8	+0.3%	+$1.09K	0.13%	114
2024 Q1	$402K	Hold	3,107	–	–	0.13%	119
2023 Q4	$355K	Hold	3,107	–	–	0.13%	117
2023 Q3	$301K	Hold	3,107	–	–	0.12%	124
2023 Q2	$350K	Sell	3,107 -1,039	-25%	-$110K	0.14%	120
2023 Q1	$434K	Hold	4,146	–	–	0.19%	96
2022 Q4	$458K	Buy	+4,146	New	+$435K	0.24%	91

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

Carr Financial Group's XYL Position: Q2 2026 in Review

Carr Financial Group increased its Xylem (XYL) stake by 0.34% in Q2 2026, buying an estimated $1.39K and bringing the position to 3,547 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #124.

Carr Financial Group first reported a position in XYL in Q4 2022 and has held it in 15 quarters since. The position peaked at $491K in Q3 2024. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Carr Financial Group held 3,547 shares of Xylem worth $419K as of Q2 2026.
Carr Financial Group bought 12 Xylem shares in Q2 2026, an estimated $1.39K.
Xylem made up 0.1% of Carr Financial Group's portfolio in Q2 2026, its #124 holding.
Carr Financial Group first reported a position in Xylem in Q4 2022 and has held it in 15 quarters since.
Carr Financial Group's Xylem position peaked at $491K in Q3 2024.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.