Mather Group’s Xylem XYL Stock Holding History

Mather Group’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	$61.5K	Sell	607 -100	-14%	-$11.4K	﹤0.01%	1100
2026 Q2	$83.6K	Sell	707 -64	-8%	-$7.39K	﹤0.01%	988
2026 Q1	$92.1K	Buy	+771	New	+$101K	﹤0.01%	910
2025 Q4	–	Sell	-1,297	Closed	-$191K	–	1671
2025 Q3	$191K	Buy	+1,297	New	+$180K	﹤0.01%	631
2025 Q2	–	Sell	-1,141	Closed	-$136K	–	1753
2025 Q1	$136K	Sell	1,141 -68	-6%	-$8.43K	﹤0.01%	687
2024 Q4	$140K	Sell	1,209 -15	-1%	-$1.9K	﹤0.01%	666
2024 Q3	$165K	Sell	1,224 -17	-1%	-$2.27K	﹤0.01%	626
2024 Q2	$160K	Buy	1,241 +121	+11%	+$16.5K	﹤0.01%	672
2024 Q1	$128K	Buy	+1,120	New	+$135K	﹤0.01%	638

Other funds holding XYL

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Mather Group's XYL Position: Q3 2026 in Review

Mather Group reduced its Xylem (XYL) stake by 14% in Q3 2026, selling an estimated $11.4K and leaving 607 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Mather Group first reported a position in XYL in Q1 2024 and has held it in 9 quarters since. The position peaked at $191K in Q3 2025. 204 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Mather Group held 607 shares of Xylem worth $61.5K as of Q3 2026.
Mather Group sold 100 Xylem shares in Q3 2026, an estimated $11.4K.
Xylem made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1100 holding.
Mather Group first reported a position in Xylem in Q1 2024 and has held it in 9 quarters since.
Mather Group's Xylem position peaked at $191K in Q3 2025.
204 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.