Shelton Capital Management’s Xylem XYL Stock Holding History

Shelton Capital Management’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	$1.73M	Buy	14,672 +80	+0.5%	+$9.23K	0.03%	215
2026 Q1	$1.74M	Hold	14,592	–	–	0.04%	226
2025 Q4	$1.99M	Hold	14,592	–	–	0.04%	222
2025 Q3	$2.15M	Sell	14,592 -58	-0.4%	-$8.04K	0.05%	208
2025 Q2	$1.9M	Sell	14,650 -4,000	-21%	-$484K	0.04%	228
2025 Q1	$2.23M	Hold	18,650	–	–	0.05%	216
2024 Q4	$2.16M	Sell	18,650 -12,807	-41%	-$1.62M	0.05%	221
2024 Q3	$4.25M	Sell	31,457 -2,500	-7%	-$334K	0.11%	169
2024 Q2	$4.61M	Sell	33,957 -5,000	-13%	-$680K	0.13%	160
2024 Q1	$5.03M	Sell	38,957 -16,993	-30%	-$2.05M	0.14%	160
2023 Q4	$6.4M	Buy	55,950 +5,237	+10%	+$523K	0.2%	117
2023 Q3	$4.62M	Sell	50,713 -30	-0.1%	-$3.09K	0.17%	148
2023 Q2	$5.71M	Sell	50,743 -49,500	-49%	-$5.23M	0.21%	112
2023 Q1	$10.5M	Buy	100,243 +45,243	+82%	+$4.72M	0.44%	51
2022 Q4	$6.08M	Buy	+55,000	New	+$5.76M	0.64%	33
2015 Q4	–	Sell	-6,898	Closed	-$227K	–	763
2015 Q3	$227K	Hold	6,898	–	–	0.03%	655
2015 Q2	$256K	Hold	6,898	–	–	0.03%	647
2015 Q1	$242K	Hold	6,898	–	–	0.03%	699
2014 Q4	$263K	Hold	6,898	–	–	0.03%	635
2014 Q3	$245K	Buy	6,898 +700	+11%	+$26K	0.03%	640
2014 Q2	$242K	Buy	+6,198	New	+$232K	0.03%	662

Other funds holding XYL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Shelton Capital Management's XYL Position: Q2 2026 in Review

Shelton Capital Management increased its Xylem (XYL) stake by 0.55% in Q2 2026, buying an estimated $9.23K and bringing the position to 14,672 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #215.

Shelton Capital Management first reported a position in XYL in Q2 2014 and has held it in 21 quarters since. The position peaked at $10.5M in Q1 2023. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Shelton Capital Management held 14,672 shares of Xylem worth $1.73M as of Q2 2026.
Shelton Capital Management bought 80 Xylem shares in Q2 2026, an estimated $9.23K.
Xylem made up 0.03% of Shelton Capital Management's portfolio in Q2 2026, its #215 holding.
Shelton Capital Management first reported a position in Xylem in Q2 2014 and has held it in 21 quarters since.
Shelton Capital Management's Xylem position peaked at $10.5M in Q1 2023.
1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.