Loring Wolcott & Coolidge Fiduciary Advisors’s Xylem XYL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.04M	Buy	8,800 +900	+11%	+$104K	0.01%	174
2026 Q1	$1.02M	Hold	7,900	–	–	0.01%	165
2025 Q4	$1.11M	Buy	7,900 +144	+2%	+$20.7K	0.01%	153
2025 Q3	$1.15M	Buy	7,756 +3,730	+93%	+$517K	0.01%	152
2025 Q2	$521K	Sell	4,026 -132	-3%	-$16K	﹤0.01%	207
2025 Q1	$471K	Buy	4,158 +762	+22%	+$94.4K	﹤0.01%	213
2024 Q4	$415K	Hold	3,396	–	–	﹤0.01%	227
2024 Q3	$444K	Hold	3,396	–	–	﹤0.01%	224
2024 Q2	$480K	Hold	3,396	–	–	﹤0.01%	209
2024 Q1	$438K	Hold	3,396	–	–	﹤0.01%	211
2023 Q4	$382K	Hold	3,396	–	–	﹤0.01%	221
2023 Q3	$320K	Sell	3,396 -570	-14%	-$58.8K	﹤0.01%	234
2023 Q2	$447K	Buy	3,966 +64	+2%	+$6.77K	﹤0.01%	218
2023 Q1	$409K	Hold	3,902	–	–	﹤0.01%	213
2022 Q4	$431K	Hold	3,902	–	–	0.01%	210
2022 Q3	$341K	Hold	3,902	–	–	﹤0.01%	232
2022 Q2	$305K	Sell	3,902 -100	-2%	-$8.26K	﹤0.01%	248
2022 Q1	$341K	Sell	4,002 -36	-0.9%	-$3.45K	﹤0.01%	241
2021 Q4	$484K	Hold	4,038	–	–	﹤0.01%	226
2021 Q3	$499K	Buy	4,038 +142	+4%	+$18.3K	﹤0.01%	220
2021 Q2	$467K	Hold	3,896	–	–	﹤0.01%	230
2021 Q1	$410K	Sell	3,896 -350	-8%	-$35.5K	﹤0.01%	230
2020 Q4	$432K	Buy	4,246 +36	+0.9%	+$3.38K	﹤0.01%	219
2020 Q3	$354K	Sell	4,210 -450	-10%	-$35K	﹤0.01%	222
2020 Q2	$303K	Sell	4,660 -3,270	-41%	-$216K	﹤0.01%	216
2020 Q1	$516K	Buy	7,930 +615	+8%	+$48.5K	0.01%	172
2019 Q4	$576K	Buy	7,315 +3,464	+90%	+$270K	0.01%	189
2019 Q3	$307K	Buy	3,851 +1,020	+36%	+$80.1K	﹤0.01%	223
2019 Q2	$237K	Buy	2,831 +2,170	+328%	+$173K	﹤0.01%	247
2019 Q1	$52K	Hold	661	–	–	﹤0.01%	403
2018 Q4	$44K	Hold	661	–	–	﹤0.01%	430
2018 Q3	$53K	Sell	661 -31	-4%	-$2.31K	﹤0.01%	424
2018 Q2	$47K	Hold	692	–	–	﹤0.01%	429
2018 Q1	$53K	Sell	692 -5	-0.7%	-$370	﹤0.01%	438
2017 Q4	$48K	Hold	697	–	–	﹤0.01%	441
2017 Q3	$44K	Buy	697 +5	+0.7%	+$299	﹤0.01%	437
2017 Q2	$39K	Buy	692 +31	+5%	+$1.61K	﹤0.01%	443
2017 Q1	$33K	Hold	661	–	–	﹤0.01%	450
2016 Q4	$33K	Hold	661	–	–	﹤0.01%	431
2016 Q3	$35K	Hold	661	–	–	﹤0.01%	434
2016 Q2	$30K	Sell	661 -92	-12%	-$4K	﹤0.01%	450
2016 Q1	$31K	Buy	753 +183	+32%	+$6.74K	﹤0.01%	446
2015 Q4	$21K	Sell	570 -1,070	-65%	-$38.7K	﹤0.01%	510
2015 Q3	$61K	Hold	1,640	–	–	﹤0.01%	400
2015 Q2	$61K	Buy	1,640 +570	+53%	+$20.7K	﹤0.01%	400
2015 Q1	$37K	Hold	1,070	–	–	﹤0.01%	464
2014 Q4	$41K	Buy	+1,070	New	+$39.1K	﹤0.01%	449
2014 Q3	–	Sell	-2,972	Closed	-$116K	–	620
2014 Q2	$116K	Buy	+2,972	New	+$111K	﹤0.01%	341

Other funds holding XYL

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

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

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AAB

ABN AMRO Bank Amsterdam, Netherlands $7.75B AUM 22.95% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XYL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Xylem (XYL) stake by 11% in Q2 2026, buying an estimated $104K and bringing the position to 8,800 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #174.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XYL in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.15M in Q3 2025. 606 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 8,800 shares of Xylem worth $1.04M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 900 Xylem shares in Q2 2026, an estimated $104K.
Xylem made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #174 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Xylem in Q2 2014 and has held it in 48 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Xylem position peaked at $1.15M in Q3 2025.
606 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.