HeadInvest LLC’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $647K | Sell |
5,470
-65
| -1% | -$7.5K | 0.12% | 138 |
|
|
2026
Q1 | $661K | Sell |
5,535
-45
| -0.8% | -$5.9K | 0.14% | 124 |
|
|
2025
Q4 | $760K | Sell |
5,580
-145
| -3% | -$20.9K | 0.15% | 115 |
|
|
2025
Q3 | $844K | Sell |
5,725
-57
| -1% | -$7.91K | 0.17% | 104 |
|
|
2025
Q2 | $748K | Sell |
5,782
-1,518
| -21% | -$184K | 0.16% | 117 |
|
|
2025
Q1 | $872K | Sell |
7,300
-67
| -0.9% | -$8.3K | 0.17% | 109 |
|
|
2024
Q4 | $855K | Buy |
7,367
+132
| +2% | +$16.7K | 0.16% | 107 |
|
|
2024
Q3 | $977K | Hold |
7,235
| – | – | 0.18% | 97 |
|
|
2024
Q2 | $981K | Sell |
7,235
-50
| -0.7% | -$6.8K | 0.19% | 89 |
|
|
2024
Q1 | $942K | Hold |
7,285
| – | – | 0.18% | 94 |
|
|
2023
Q4 | $833K | Sell |
7,285
-30
| -0.4% | -$2.99K | 0.17% | 96 |
|
|
2023
Q3 | $672K | Sell |
7,315
-100
| -1% | -$10.3K | 0.15% | 104 |
|
|
2023
Q2 | $759K | Sell |
7,415
-286
| -4% | -$30.2K | 0.16% | 98 |
|
|
2023
Q1 | $806K | Hold |
7,701
| – | – | 0.18% | 98 |
|
|
2022
Q4 | $852K | Sell |
7,701
-425
| -5% | -$44.5K | 0.19% | 91 |
|
|
2022
Q3 | $710K | Buy |
8,126
+70
| +0.9% | +$6.36K | 0.17% | 96 |
|
|
2022
Q2 | $630K | Buy |
8,056
+300
| +4% | +$24.8K | 0.14% | 113 |
|
|
2022
Q1 | $661K | Sell |
7,756
-406
| -5% | -$38.9K | 0.13% | 120 |
|
|
2021
Q4 | $979K | Sell |
8,162
-20
| -0.2% | -$2.48K | 0.17% | 92 |
|
|
2021
Q3 | $1.01M | Sell |
8,182
-121
| -1% | -$15.6K | 0.19% | 90 |
|
|
2021
Q2 | $996K | Buy |
8,303
+153
| +2% | +$17.5K | 0.19% | 90 |
|
|
2021
Q1 | $857K | Buy |
8,150
+952
| +13% | +$96.5K | 0.17% | 93 |
|
|
2020
Q4 | $733K | Buy |
7,198
+4,458
| +163% | +$419K | 0.16% | 99 |
|
|
2020
Q3 | $230K | Buy |
+2,740
| New | +$213K | 0.07% | 168 |
|
|
2020
Q1 | – | Sell |
-3,428
| Closed | -$270K | – | 189 |
|
|
2019
Q4 | $270K | Buy |
3,428
+300
| +10% | +$23.4K | 0.08% | 166 |
|
|
2019
Q3 | $249K | Buy |
3,128
+533
| +21% | +$41.9K | 0.08% | 166 |
|
|
2019
Q2 | $217K | Hold |
2,595
| – | – | 0.06% | 173 |
|
|
2019
Q1 | $205K | Buy |
+2,595
| New | +$189K | 0.06% | 181 |
|
|
2018
Q4 | – | Sell |
-2,795
| Closed | -$223K | – | 188 |
|
|
2018
Q3 | $223K | Buy |
+2,795
| New | +$209K | 0.06% | 163 |
|
|
2018
Q2 | – | Sell |
-2,795
| Closed | -$215K | – | 166 |
|
|
2018
Q1 | $215K | Buy |
+2,795
| New | +$207K | 0.07% | 144 |
|
Other funds holding XYL
HeadInvest LLC's XYL Position: Q2 2026 in Review
HeadInvest LLC reduced its Xylem (XYL) stake by 1.2% in Q2 2026, selling an estimated $7.5K and leaving 5,470 shares worth $647K. The position accounts for 0.12% of the portfolio, ranked #138.
HeadInvest LLC first reported a position in XYL in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.01M in Q3 2021. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.
- HeadInvest LLC held 5,470 shares of Xylem worth $647K as of Q2 2026.
- HeadInvest LLC sold 65 Xylem shares in Q2 2026, an estimated $7.5K.
- Xylem made up 0.12% of HeadInvest LLC's portfolio in Q2 2026, its #138 holding.
- HeadInvest LLC first reported a position in Xylem in Q1 2018 and has held it in 30 quarters since.
- HeadInvest LLC's Xylem position peaked at $1.01M in Q3 2021.
- 1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.
Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.