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Putney Financial Group’s Xylem XYL Stock Holding History

Putney Financial 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
Q1 		– Sell
-1,719
Closed -$234K – 88
2025
Q4 		$234K Sell
1,719
-45
-3% -$6.47K 0.22% 74
2025
Q3 		$260K Buy
1,764
+282
+19% +$39.1K 0.26% 63
2025
Q2 		$192K Buy
1,482
+1,398
+1,664% +$169K 0.19% 67
2025
Q1 		$10K Buy
+84
New +$10.4K 0.01% 203

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Putney Financial Group's XYL Position: Q1 2026 in Review

Putney Financial Group sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,719 shares — an estimated $234K sold.

Putney Financial Group first reported a position in XYL in Q1 2025 and held it in 4 quarters. The position peaked at $260K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Putney Financial Group reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Putney Financial Group sold 1,719 Xylem shares in Q1 2026, an estimated $234K.
  • Putney Financial Group first reported a position in Xylem in Q1 2025 and held it in 4 quarters.
  • Putney Financial Group's Xylem position peaked at $260K in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Putney Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.