Connecticut Wealth Management’s Xylem XYL Stock Holding History

Connecticut Wealth Management’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	$522K	Sell	4,414 -265	-6%	-$30.6K	0.02%	232
2026 Q1	$559K	Sell	4,679 -55	-1%	-$7.21K	0.02%	217
2025 Q4	$645K	Buy	4,734 +498	+12%	+$71.6K	0.03%	202
2025 Q3	$625K	Sell	4,236 -384	-8%	-$53.3K	0.03%	209
2025 Q2	$598K	Hold	4,620	–	–	0.03%	205
2025 Q1	$552K	Hold	4,620	–	–	0.03%	202
2024 Q4	$536K	Buy	+4,620	New	+$584K	0.03%	179
2024 Q3	–	Sell	-1,985	Closed	-$269K	–	340
2024 Q2	$269K	Buy	1,985 +40	+2%	+$5.44K	0.01%	279
2024 Q1	$251K	Buy	1,945 +110	+6%	+$13.3K	0.01%	287
2023 Q4	$210K	Buy	+1,835	New	+$183K	0.01%	310

Other funds holding XYL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Connecticut Wealth Management's XYL Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Xylem (XYL) stake by 5.7% in Q2 2026, selling an estimated $30.6K and leaving 4,414 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #232.

Connecticut Wealth Management first reported a position in XYL in Q4 2023 and has held it in 10 quarters since. The position peaked at $645K in Q4 2025. 467 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Connecticut Wealth Management held 4,414 shares of Xylem worth $522K as of Q2 2026.
Connecticut Wealth Management sold 265 Xylem shares in Q2 2026, an estimated $30.6K.
Xylem made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #232 holding.
Connecticut Wealth Management first reported a position in Xylem in Q4 2023 and has held it in 10 quarters since.
Connecticut Wealth Management's Xylem position peaked at $645K in Q4 2025.
467 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.