Ferguson Wellman Capital Management’s Xylem XYL Stock Holding History

Ferguson Wellman Capital 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	$922K	Buy	7,803 +2	+0%	+$231	0.01%	241
2026 Q1	$932K	Buy	7,801 +18	+0.2%	+$2.36K	0.01%	223
2025 Q4	$1.06M	Hold	7,783	–	–	0.02%	180
2025 Q3	$1.15M	Buy	+7,783	New	+$1.08M	0.02%	175
2024 Q4	–	Sell	-1,559	Closed	-$211K	–	364
2024 Q3	$211K	Hold	1,559	–	–	﹤0.01%	341
2024 Q2	$211K	Buy	+1,559	New	+$212K	﹤0.01%	345
2019 Q3	–	Sell	-10,430	Closed	-$872K	–	354
2019 Q2	$872K	Sell	10,430 -125	-1%	-$9.96K	0.03%	208
2019 Q1	$834K	Hold	10,555	–	–	0.03%	210
2018 Q4	$704K	Hold	10,555	–	–	0.03%	223
2018 Q3	$843K	Hold	10,555	–	–	0.03%	201
2018 Q2	$711K	Sell	10,555 -129	-1%	-$9.37K	0.02%	218
2018 Q1	$822K	Hold	10,684	–	–	0.03%	208
2017 Q4	$729K	Buy	10,684 +125	+1%	+$8.3K	0.03%	216
2017 Q3	$661K	Buy	10,559 +129	+1%	+$7.71K	0.02%	215
2017 Q2	$578K	Buy	10,430 +100	+1%	+$5.21K	0.02%	219
2017 Q1	$519K	Hold	10,330	–	–	0.02%	227
2016 Q4	$512K	Buy	10,330 +330	+3%	+$16.7K	0.02%	225
2016 Q3	$524K	Hold	10,000	–	–	0.02%	211
2016 Q2	$446K	Buy	+10,000	New	+$435K	0.02%	229

Other funds holding XYL

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

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

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Ferguson Wellman Capital Management's XYL Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Xylem (XYL) stake by 0.03% in Q2 2026, buying an estimated $231 and bringing the position to 7,803 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #241.

Ferguson Wellman Capital Management first reported a position in XYL in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.15M in Q3 2025. 303 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Ferguson Wellman Capital Management held 7,803 shares of Xylem worth $922K as of Q2 2026.
Ferguson Wellman Capital Management bought 2 Xylem shares in Q2 2026, an estimated $231.
Xylem made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #241 holding.
Ferguson Wellman Capital Management first reported a position in Xylem in Q2 2016 and has held it in 19 quarters since.
Ferguson Wellman Capital Management's Xylem position peaked at $1.15M in Q3 2025.
303 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.