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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kovitz Investment Group Partners's XYL Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Xylem (XYL) stake by 0.27% in Q1 2026, selling an estimated $8.39K and leaving 23,804 shares worth $2.84M. The position accounts for 0.07% of the portfolio, ranked #189.

Kovitz Investment Group Partners first reported a position in XYL in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.88M in Q1 2025. 1,109 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Kovitz Investment Group Partners held 23,804 shares of Xylem worth $2.84M as of Q1 2026.
Kovitz Investment Group Partners sold 64 Xylem shares in Q1 2026, an estimated $8.39K.
Xylem made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #189 holding.
Kovitz Investment Group Partners first reported a position in Xylem in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Xylem position peaked at $5.88M in Q1 2025.
1,109 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.