Shufro Rose & Co’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $728K | Sell |
6,095
-262
| -4% | -$34.4K | 0.05% | 143 |
|
|
2025
Q4 | $866K | Buy |
6,357
+427
| +7% | +$61.4K | 0.06% | 130 |
|
|
2025
Q3 | $708K | Sell |
5,930
-100
| -2% | -$13.9K | 0.06% | 141 |
|
|
2025
Q2 | $720K | Sell |
6,030
-667
| -10% | -$80.8K | 0.06% | 138 |
|
|
2025
Q1 | $800K | Hold |
6,697
| – | – | 0.06% | 132 |
|
|
2024
Q4 | $777K | Sell |
6,697
-615
| -8% | -$77.8K | 0.06% | 129 |
|
|
2024
Q3 | $992K | Hold |
7,312
| – | – | 0.08% | 113 |
|
|
2024
Q2 | $992K | Sell |
7,312
-253
| -3% | -$34.4K | 0.08% | 113 |
|
|
2024
Q1 | $978K | Sell |
7,565
-838
| -10% | -$101K | 0.08% | 112 |
|
|
2023
Q4 | $765K | Hold |
8,403
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $765K | Sell |
8,403
-35
| -0.4% | -$3.61K | 0.07% | 126 |
|
|
2023
Q2 | $950K | Sell |
8,438
-1,200
| -12% | -$127K | 0.09% | 112 |
|
|
2023
Q1 | $1.01M | Sell |
9,638
-370
| -4% | -$38.6K | 0.09% | 116 |
|
|
2022
Q4 | $1.11M | Sell |
10,008
-1,677
| -14% | -$176K | 0.09% | 110 |
|
|
2022
Q3 | $1.02M | Sell |
11,685
-90
| -0.8% | -$8.18K | 0.1% | 108 |
|
|
2022
Q2 | $921K | Sell |
11,775
-100
| -0.8% | -$8.26K | 0.08% | 119 |
|
|
2022
Q1 | $1.01M | Sell |
11,875
-50
| -0.4% | -$4.79K | 0.08% | 124 |
|
|
2021
Q4 | $1.43M | Sell |
11,925
-70
| -0.6% | -$8.69K | 0.1% | 105 |
|
|
2021
Q3 | $1.48M | Sell |
11,995
-35
| -0.3% | -$4.5K | 0.12% | 93 |
|
|
2021
Q2 | $1.44M | Sell |
12,030
-429
| -3% | -$49K | 0.11% | 91 |
|
|
2021
Q1 | $1.31M | Sell |
12,459
-115
| -0.9% | -$11.7K | 0.1% | 95 |
|
|
2020
Q4 | $1.28M | Sell |
12,574
-6,077
| -33% | -$571K | 0.11% | 96 |
|
|
2020
Q3 | $1.57M | Sell |
18,651
-287
| -2% | -$22.3K | 0.15% | 80 |
|
|
2020
Q2 | $1.23M | Sell |
18,938
-34
| -0.2% | -$2.24K | 0.12% | 88 |
|
|
2020
Q1 | $1.24M | Sell |
18,972
-221
| -1% | -$17.4K | 0.15% | 82 |
|
|
2019
Q4 | $1.51M | Sell |
19,193
-40
| -0.2% | -$3.11K | 0.14% | 93 |
|
|
2019
Q3 | $1.53M | Sell |
19,233
-540
| -3% | -$42.4K | 0.15% | 89 |
|
|
2019
Q2 | $1.65M | Sell |
19,773
-770
| -4% | -$61.4K | 0.16% | 86 |
|
|
2019
Q1 | $1.62M | Sell |
20,543
-655
| -3% | -$47.8K | 0.16% | 92 |
|
|
2018
Q4 | $1.41M | Sell |
21,198
-310
| -1% | -$21.4K | 0.16% | 97 |
|
|
2018
Q3 | $1.72M | Sell |
21,508
-290
| -1% | -$21.6K | 0.16% | 99 |
|
|
2018
Q2 | $1.47M | Sell |
21,798
-850
| -4% | -$61.7K | 0.14% | 104 |
|
|
2018
Q1 | $1.74M | Sell |
22,648
-1,115
| -5% | -$82.4K | 0.17% | 92 |
|
|
2017
Q4 | $1.62M | Sell |
23,763
-355
| -1% | -$23.6K | 0.16% | 96 |
|
|
2017
Q3 | $1.51M | Sell |
24,118
-205
| -0.8% | -$12.3K | 0.15% | 97 |
|
|
2017
Q2 | $1.35M | Hold |
24,323
| – | – | 0.14% | 94 |
|
|
2017
Q1 | $1.22M | Hold |
24,323
| – | – | 0.13% | 104 |
|
|
2016
Q4 | $1.2M | Sell |
24,323
-60
| -0.2% | -$3.04K | 0.13% | 99 |
|
|
2016
Q3 | $1.28M | Sell |
24,383
-410
| -2% | -$20.1K | 0.14% | 95 |
|
|
2016
Q2 | $1.11M | Sell |
24,793
-795
| -3% | -$34.5K | 0.12% | 105 |
|
|
2016
Q1 | $1.05M | Sell |
25,588
-485
| -2% | -$17.9K | 0.12% | 111 |
|
|
2015
Q4 | $951K | Hold |
26,073
| – | – | 0.11% | 118 |
|
|
2015
Q3 | $856K | Sell |
26,073
-705
| -3% | -$23.7K | 0.1% | 119 |
|
|
2015
Q2 | $992K | Sell |
26,778
-500
| -2% | -$18.2K | 0.11% | 117 |
|
|
2015
Q1 | $955K | Sell |
27,278
-350
| -1% | -$12.3K | 0.1% | 123 |
|
|
2014
Q4 | $1.05M | Sell |
27,628
-135
| -0.5% | -$4.94K | 0.11% | 116 |
|
|
2014
Q3 | $985K | Sell |
27,763
-385
| -1% | -$14.3K | 0.1% | 120 |
|
|
2014
Q2 | $1.1M | Sell |
28,148
-285
| -1% | -$10.6K | 0.11% | 113 |
|
|
2014
Q1 | $1.03M | Sell |
28,433
-342
| -1% | -$12.5K | 0.11% | 113 |
|
|
2013
Q4 | $995K | Sell |
28,775
-305
| -1% | -$9.81K | 0.11% | 112 |
|
|
2013
Q3 | $812K | Sell |
29,080
-95
| -0.3% | -$2.53K | 0.09% | 123 |
|
|
2013
Q2 | $785K | Buy |
+29,175
| New | +$806K | 0.09% | 116 |
|
Other funds holding XYL
VCM
VPM
Shufro Rose & Co's XYL Position: Q1 2026 in Review
Shufro Rose & Co reduced its Xylem (XYL) stake by 4.1% in Q1 2026, selling an estimated $34.4K and leaving 6,095 shares worth $728K. The position accounts for 0.05% of the portfolio, ranked #143.
Shufro Rose & Co first reported a position in XYL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.74M in Q1 2018. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.
- Shufro Rose & Co held 6,095 shares of Xylem worth $728K as of Q1 2026.
- Shufro Rose & Co sold 262 Xylem shares in Q1 2026, an estimated $34.4K.
- Xylem made up 0.05% of Shufro Rose & Co's portfolio in Q1 2026, its #143 holding.
- Shufro Rose & Co first reported a position in Xylem in Q2 2013 and has held it in 52 quarters since.
- Shufro Rose & Co's Xylem position peaked at $1.74M in Q1 2018.
- 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.
Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.