Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.6M Sell
155,272
-132,263
-46% -$17.3M 0.25% 79
2025
Q4
$39.2M Buy
287,535
+5,051
+2% +$726K 0.45% 43
2025
Q3
$41.7M Buy
282,484
+1,550
+0.6% +$215K 0.51% 41
2025
Q2
$36.3M Sell
280,934
-26,116
-9% -$3.16M 0.51% 42
2025
Q1
$36.7M Sell
307,050
-97,383
-24% -$12.1M 0.57% 36
2024
Q4
$46.9M Buy
404,433
+44,823
+12% +$5.67M 0.63% 33
2024
Q3
$48.6M Buy
359,610
+277,394
+337% +$37.1M 0.73% 29
2024
Q2
$11.2M Sell
82,216
-51,820
-39% -$7.05M 0.46% 57
2024
Q1
$17.3M Buy
134,036
+14,229
+12% +$1.72M 0.69% 34
2023
Q4
$13.7M Buy
119,807
+1,062
+0.9% +$106K 0.3% 88
2023
Q3
$10.8M Buy
118,745
+14,944
+14% +$1.54M 0.24% 108
2023
Q2
$11.7M Sell
103,801
-1,473
-1% -$156K 0.28% 91
2023
Q1
$11M Buy
105,274
+28,381
+37% +$2.96M 0.28% 86
2022
Q4
$8.5M Buy
+76,893
New +$8.06M 0.24% 90

Other funds holding XYL