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LRI Investments’s Xylem XYL Stock Holding History

LRI Investments’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 		$246K Buy
2,081
+81
+4% +$9.35K 0.02% 292
2026
Q1 		$239K Hold
2,000
– – 0.02% 263
2025
Q4 		$272K Hold
2,000
– – 0.02% 242
2025
Q3 		$295K Hold
2,000
– – 0.02% 243
2025
Q2 		$259K Sell
2,000
-1,064
-35% -$129K 0.02% 246
2025
Q1 		$366K Sell
3,064
-753
-20% -$93.3K 0.04% 194
2024
Q4 		$443K Buy
3,817
+141
+4% +$17.8K 0.04% 152
2024
Q3 		$447K Buy
3,676
+2,000
+119% +$268K 0.04% 164
2024
Q2 		$227K Buy
+1,676
New +$228K 0.03% 226

Other funds holding XYL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

LRI Investments's XYL Position: Q2 2026 in Review

LRI Investments increased its Xylem (XYL) stake by 4.1% in Q2 2026, buying an estimated $9.35K and bringing the position to 2,081 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #292.

LRI Investments first reported a position in XYL in Q2 2024 and has held it in 9 quarters since. The position peaked at $447K in Q3 2024. 431 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • LRI Investments held 2,081 shares of Xylem worth $246K as of Q2 2026.
  • LRI Investments bought 81 Xylem shares in Q2 2026, an estimated $9.35K.
  • Xylem made up 0.02% of LRI Investments's portfolio in Q2 2026, its #292 holding.
  • LRI Investments first reported a position in Xylem in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Xylem position peaked at $447K in Q3 2024.
  • 431 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.