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XYL icon

J. Stern & Co’s Xylem XYL Stock Holding History

J. Stern & Co’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 		$32.9M Sell
278,187
-8,885
-3% -$1.03M 3.1% 11
2026
Q1 		$34.3M Sell
287,072
-46,664
-14% -$6.12M 3.33% 13
2025
Q4 		$45.4M Sell
333,736
-31,997
-9% -$4.6M 3.87% 13
2025
Q3 		$53.9M Buy
365,733
+14,833
+4% +$2.06M 4.08% 9
2025
Q2 		$44.1M Buy
350,900
+8,019
+2% +$971K 3.76% 14
2025
Q1 		$41M Buy
342,881
+21,134
+7% +$2.62M 3.93% 14
2024
Q4 		$37.3M Buy
321,747
+17,421
+6% +$2.2M 3.52% 16
2024
Q3 		$41.1M Buy
304,326
+14,342
+5% +$1.92M 4.38% 11
2024
Q2 		$39.3M Buy
289,984
+7,179
+3% +$977K 4.68% 11
2024
Q1 		$36.5M Buy
282,805
+57,547
+26% +$6.95M 4.62% 10
2023
Q4 		$25.3M Buy
+225,258
New +$22.5M 4.61% 11

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

J. Stern & Co's XYL Position: Q2 2026 in Review

J. Stern & Co reduced its Xylem (XYL) stake by 3.1% in Q2 2026, selling an estimated $1.03M and leaving 278,187 shares worth $32.9M. The position accounts for 3.1% of the portfolio, ranked #11.

J. Stern & Co first reported a position in XYL in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.9M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • J. Stern & Co held 278,187 shares of Xylem worth $32.9M as of Q2 2026.
  • J. Stern & Co sold 8,885 Xylem shares in Q2 2026, an estimated $1.03M.
  • Xylem made up 3.1% of J. Stern & Co's portfolio in Q2 2026, its #11 holding.
  • J. Stern & Co first reported a position in Xylem in Q4 2023 and has held it in 11 quarters since.
  • J. Stern & Co's Xylem position peaked at $53.9M in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.