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Crestwood Advisors Group’s Xylem XYL Stock Holding History

Crestwood Advisors 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 		$43.1M Sell
364,612
-40,389
-10% -$4.66M 0.64% 40
2026
Q1 		$48.4M Sell
405,001
-33,192
-8% -$4.35M 0.81% 35
2025
Q4 		$59.7M Sell
438,193
-12,821
-3% -$1.84M 0.99% 27
2025
Q3 		$66.5M Sell
451,014
-12,624
-3% -$1.75M 1.13% 22
2025
Q2 		$60M Sell
463,638
-4,653
-1% -$564K 1.07% 27
2025
Q1 		$55.9M Sell
468,291
-5,836
-1% -$723K 1.06% 30
2024
Q4 		$55M Sell
474,127
-3,211
-0.7% -$406K 1.03% 31
2024
Q3 		$64.5M Sell
477,338
-741
-0.2% -$99.1K 1.23% 24
2024
Q2 		$64.8M Sell
478,079
-3,063
-0.6% -$417K 1.34% 24
2024
Q1 		$62.2M Buy
481,142
+1,719
+0.4% +$208K 1.36% 24
2023
Q4 		$54.8M Sell
479,423
-1,626
-0.3% -$162K 1.28% 26
2023
Q3 		$43.8M Buy
481,049
+134,350
+39% +$13.9M 1.15% 27
2023
Q2 		$39M Sell
346,699
-1,970
-0.6% -$208K 1.23% 28
2023
Q1 		$36.5M Sell
348,669
-77,781
-18% -$8.12M 1.22% 25
2022
Q4 		$47.2M Sell
426,450
-20,858
-5% -$2.19M 1.61% 16
2022
Q3 		$39.1M Buy
447,308
+10,480
+2% +$953K 1.39% 20
2022
Q2 		$34.2M Buy
436,828
+27,473
+7% +$2.27M 1.15% 33
2022
Q1 		$34.9M Buy
409,355
+70,007
+21% +$6.71M 0.98% 38
2021
Q4 		$40.7M Sell
339,348
-12,267
-3% -$1.52M 1.06% 37
2021
Q3 		$43.5M Buy
351,615
+17,072
+5% +$2.2M 1.23% 29
2021
Q2 		$40.1M Buy
334,543
+7,529
+2% +$860K 1.16% 31
2021
Q1 		$34.4M Buy
327,014
+24,357
+8% +$2.47M 1.08% 35
2020
Q4 		$30.8M Buy
302,657
+15,007
+5% +$1.41M 1.02% 41
2020
Q3 		$24.2M Buy
287,650
+79,278
+38% +$6.17M 0.91% 42
2020
Q2 		$13.5M Buy
+208,372
New +$13.8M 0.54% 59

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 $416B AUM 44.19% 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

Crestwood Advisors Group's XYL Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Xylem (XYL) stake by 10% in Q2 2026, selling an estimated $4.66M and leaving 364,612 shares worth $43.1M. The position accounts for 0.64% of the portfolio, ranked #40.

Crestwood Advisors Group first reported a position in XYL in Q2 2020 and has held it in 25 quarters since. The position peaked at $66.5M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Crestwood Advisors Group held 364,612 shares of Xylem worth $43.1M as of Q2 2026.
  • Crestwood Advisors Group sold 40,389 Xylem shares in Q2 2026, an estimated $4.66M.
  • Xylem made up 0.64% of Crestwood Advisors Group's portfolio in Q2 2026, its #40 holding.
  • Crestwood Advisors Group first reported a position in Xylem in Q2 2020 and has held it in 25 quarters since.
  • Crestwood Advisors Group's Xylem position peaked at $66.5M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.