Kovitz Investment Group Partners’s Xylem XYL Stock Holding History

Kovitz Investment Group Partners’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	$2.57M	Sell	21,769 -2,035	-9%	-$235K	0.06%	196
2026 Q1	$2.84M	Sell	23,804 -64	-0.3%	-$8.39K	0.07%	189
2025 Q4	$3.25M	Sell	23,868 -10,631	-31%	-$1.53M	0.07%	183
2025 Q3	$5.09M	Sell	34,499 -9,789	-22%	-$1.36M	0.02%	467
2025 Q2	$5.73M	Sell	44,288 -4,950	-10%	-$599K	0.02%	426
2025 Q1	$5.88M	Sell	49,238 -818	-2%	-$101K	0.03%	375
2024 Q4	$5.81M	Buy	50,056 +26,297	+111%	+$3.32M	0.03%	375
2024 Q3	$2.88M	Buy	23,759 +17,141	+259%	+$2.29M	0.02%	430
2024 Q2	$898K	Sell	6,618 -5,307	-45%	-$722K	0.01%	557
2024 Q1	$1.54M	Buy	+11,925	New	+$1.44M	0.02%	337

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 $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's XYL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Xylem (XYL) stake by 8.5% in Q2 2026, selling an estimated $235K and leaving 21,769 shares worth $2.57M. The position accounts for 0.06% of the portfolio, ranked #196.

Kovitz Investment Group Partners first reported a position in XYL in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.88M in Q1 2025. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Kovitz Investment Group Partners held 21,769 shares of Xylem worth $2.57M as of Q2 2026.
Kovitz Investment Group Partners sold 2,035 Xylem shares in Q2 2026, an estimated $235K.
Xylem made up 0.06% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #196 holding.
Kovitz Investment Group Partners first reported a position in Xylem in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Xylem position peaked at $5.88M in Q1 2025.
1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.