Steph & Co’s Xylem XYL Stock Holding History

Steph & Co’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	$20.3K	Hold	200	–	–	0.01%	229
2026 Q2	$23.6K	Hold	200	–	–	0.01%	223
2026 Q1	$23.9K	Hold	200	–	–	0.01%	240
2025 Q4	$27.2K	Hold	200	–	–	0.01%	238
2025 Q3	$29.5K	Hold	200	–	–	0.01%	226
2025 Q2	$25.9K	Hold	200	–	–	0.01%	224
2025 Q1	$23.9K	Hold	200	–	–	0.01%	193
2024 Q4	$23.2K	Hold	200	–	–	0.01%	204
2024 Q3	$27K	Hold	200	–	–	0.01%	202
2024 Q2	$27.1K	Hold	200	–	–	0.01%	191
2024 Q1	$25.8K	Hold	200	–	–	0.01%	201
2023 Q4	$22.9K	Hold	200	–	–	0.01%	191
2023 Q3	$18.2K	Hold	200	–	–	0.01%	210
2023 Q2	$22.5K	Hold	200	–	–	0.01%	194
2023 Q1	$20.9K	Hold	200	–	–	0.01%	188
2022 Q4	$22K	Hold	200	–	–	0.01%	187
2022 Q3	$17K	Hold	200	–	–	0.01%	186
2022 Q2	$16K	Hold	200	–	–	0.01%	189
2022 Q1	$17K	Hold	200	–	–	0.01%	247
2021 Q4	$24K	Hold	200	–	–	0.01%	254
2021 Q3	$25K	Hold	200	–	–	0.02%	216
2021 Q2	$24K	Hold	200	–	–	0.02%	190
2021 Q1	$21K	Hold	200	–	–	0.01%	192
2020 Q4	$20K	Hold	200	–	–	0.02%	194
2020 Q3	$17K	Hold	200	–	–	0.02%	189
2020 Q2	$13K	Hold	200	–	–	0.01%	201
2020 Q1	$13K	Hold	200	–	–	0.01%	203
2019 Q4	$16K	Buy	+200	New	+$15.6K	0.01%	210

Other funds holding XYL

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

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

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

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Steph & Co's XYL Position: Q3 2026 in Review

Steph & Co held its Xylem (XYL) position steady in Q3 2026 at 200 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #229.

Steph & Co first reported a position in XYL in Q4 2019 and has held it in 28 quarters since. The position peaked at $29.5K in Q3 2025. 160 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Steph & Co held 200 shares of Xylem worth $20.3K as of Q3 2026.
Steph & Co left its Xylem share count unchanged in Q3 2026.
Xylem made up 0.01% of Steph & Co's portfolio in Q3 2026, its #229 holding.
Steph & Co first reported a position in Xylem in Q4 2019 and has held it in 28 quarters since.
Steph & Co's Xylem position peaked at $29.5K in Q3 2025.
160 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.