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Jones Kertz & Associates’s Xylem XYL Stock Holding History

Jones Kertz & Associates’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 		$3.47M Sell
29,339
-2,544
-8% -$294K 1.6% 21
2026
Q1 		$3.81M Sell
31,883
-260
-0.8% -$34.1K 2.02% 16
2025
Q4 		$4.38M Buy
+32,143
New +$4.62M 2.25% 14

Other funds holding XYL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AAB
ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Kertz & Associates's XYL Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Xylem (XYL) stake by 8% in Q2 2026, selling an estimated $294K and leaving 29,339 shares worth $3.47M. The position accounts for 1.6% of the portfolio, ranked #21.

Jones Kertz & Associates first reported a position in XYL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.38M in Q4 2025. 550 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Jones Kertz & Associates held 29,339 shares of Xylem worth $3.47M as of Q2 2026.
  • Jones Kertz & Associates sold 2,544 Xylem shares in Q2 2026, an estimated $294K.
  • Xylem made up 1.6% of Jones Kertz & Associates's portfolio in Q2 2026, its #21 holding.
  • Jones Kertz & Associates first reported a position in Xylem in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Xylem position peaked at $4.38M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.