Key Financial Inc’s Xylem XYL Stock Holding History

Key Financial Inc’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	$148K	Hold	1,256	–	–	0.02%	353
2026 Q1	$150K	Hold	1,256	–	–	0.03%	336
2025 Q4	$171K	Hold	1,256	–	–	0.03%	314
2025 Q3	$186K	Buy	1,256 +515	+70%	+$71.4K	0.03%	302
2025 Q2	$95.9K	Hold	741	–	–	0.02%	392
2025 Q1	$88.5K	Hold	741	–	–	0.02%	382
2024 Q4	$86K	Hold	741	–	–	0.02%	387
2024 Q3	$100K	Hold	741	–	–	0.02%	348
2024 Q2	$101K	Hold	741	–	–	0.02%	339
2024 Q1	$95.8K	Hold	741	–	–	0.02%	334
2023 Q4	$84.7K	Hold	741	–	–	0.02%	336
2023 Q3	$67.5K	Hold	741	–	–	0.02%	351
2023 Q2	$83.5K	Buy	741 +41	+6%	+$4.34K	0.03%	330
2023 Q1	$73.3K	Hold	700	–	–	0.03%	337
2022 Q4	$61.2K	Hold	700	–	–	0.03%	329
2022 Q3	$61K	Hold	700	–	–	0.03%	335
2022 Q2	$55K	Hold	700	–	–	0.03%	343
2022 Q1	$60K	Hold	700	–	–	0.03%	338
2021 Q4	$84K	Hold	700	–	–	0.04%	261
2021 Q3	$87K	Hold	700	–	–	0.05%	243
2021 Q2	$88K	Sell	700 -515	-42%	-$58.8K	0.05%	250
2021 Q1	$128K	Buy	1,215 +515	+74%	+$52.2K	0.08%	174
2020 Q4	$71K	Buy	+700	New	+$65.8K	0.05%	214
2020 Q2	–	Sell	-1,215	Closed	-$80K	–	671
2020 Q1	$80K	Buy	+1,215	New	+$95.7K	0.08%	179

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Key Financial Inc's XYL Position: Q2 2026 in Review

Key Financial Inc held its Xylem (XYL) position steady in Q2 2026 at 1,256 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #353.

Key Financial Inc first reported a position in XYL in Q1 2020 and has held it in 24 quarters since. The position peaked at $186K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Key Financial Inc held 1,256 shares of Xylem worth $148K as of Q2 2026.
Key Financial Inc left its Xylem share count unchanged in Q2 2026.
Xylem made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #353 holding.
Key Financial Inc first reported a position in Xylem in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Xylem position peaked at $186K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.