Lantz Financial
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Lantz Financial’s Xylem XYL Stock Holding History

Lantz Financial’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
Q3 		$304K Buy
2,998
+7
+0.2% +$801 0.06% 217
2026
Q2 		$354K Sell
2,991
-263
-8% -$30.4K 0.06% 206
2026
Q1 		$389K Sell
3,254
-13
-0.4% -$1.7K 0.08% 185
2025
Q4 		$445K Buy
3,267
+253
+8% +$36.4K 0.09% 172
2025
Q3 		$445K Buy
3,014
+1,001
+50% +$139K 0.1% 167
2025
Q2 		$260K Buy
2,013
+52
+3% +$6.3K 0.06% 196
2025
Q1 		$234K Sell
1,961
-10
-0.5% -$1.24K 0.06% 191
2024
Q4 		$229K Sell
1,971
-490
-20% -$61.9K 0.06% 202
2024
Q3 		$332K Hold
2,461
– – 0.09% 171
2024
Q2 		$334K Buy
2,461
+9
+0.4% +$1.22K 0.1% 156
2024
Q1 		$317K Buy
2,452
+2
+0.1% +$242 0.1% 160
2023
Q4 		$280K Sell
2,450
-6
-0.2% -$599 0.1% 166
2023
Q3 		$224K Buy
2,456
+21
+0.9% +$2.17K 0.09% 168
2023
Q2 		$274K Sell
2,435
-110
-4% -$11.6K 0.11% 157
2023
Q1 		$266K Sell
2,545
-141
-5% -$14.7K 0.11% 147
2022
Q4 		$297K Hold
2,686
– – 0.14% 131
2022
Q3 		$235K Hold
2,686
– – 0.12% 137
2022
Q2 		$210K Hold
2,686
– – 0.09% 158
2022
Q1 		$229K Buy
2,686
+220
+9% +$21.1K 0.09% 156
2021
Q4 		$296K Hold
2,466
– – 0.14% 129
2021
Q3 		$305K Buy
2,466
+250
+11% +$32.2K 0.16% 120
2021
Q2 		$266K Hold
2,216
– – 0.14% 129
2021
Q1 		$233K Hold
2,216
– – 0.13% 121
2020
Q4 		$226K Sell
2,216
-400
-15% -$37.6K 0.14% 113
2020
Q3 		$220K Buy
+2,616
New +$204K 0.15% 108
2020
Q1 		– Sell
-2,616
Closed -$206K – 133
2019
Q4 		$206K Sell
2,616
-400
-13% -$31.1K 0.12% 127
2019
Q3 		$225K Hold
3,016
– – 0.15% 116
2019
Q2 		$251K Hold
3,016
– – 0.17% 109
2019
Q1 		$238K Buy
+3,016
New +$220K 0.17% 103

Other funds holding XYL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lantz Financial's XYL Position: Q3 2026 in Review

Lantz Financial increased its Xylem (XYL) stake by 0.23% in Q3 2026, buying an estimated $801 and bringing the position to 2,998 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #217.

Lantz Financial first reported a position in XYL in Q1 2019 and has held it in 29 quarters since. The position peaked at $445K in Q4 2025. 240 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Lantz Financial held 2,998 shares of Xylem worth $304K as of Q3 2026.
  • Lantz Financial bought 7 Xylem shares in Q3 2026, an estimated $801.
  • Xylem made up 0.06% of Lantz Financial's portfolio in Q3 2026, its #217 holding.
  • Lantz Financial first reported a position in Xylem in Q1 2019 and has held it in 29 quarters since.
  • Lantz Financial's Xylem position peaked at $445K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.