Stoneridge Investment Partners’s Xylem XYL Stock Holding History

Stoneridge Investment Partners’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	$582K	Sell	4,978 -3,656	-42%	-$422K	0.38%	88
2026 Q1	$1.03M	Hold	8,634	–	–	0.75%	39
2025 Q4	$1.18M	Sell	8,634 -5,205	-38%	-$749K	0.82%	38
2025 Q3	$2.04M	Hold	13,839	–	–	1.4%	18
2025 Q2	$1.79M	Hold	13,839	–	–	1.35%	21
2025 Q1	$1.65M	Sell	13,839 -18,514	-57%	-$2.29M	1.4%	24
2024 Q4	$3.75M	Buy	+32,353	New	+$4.09M	1.34%	23
2015 Q4	–	Sell	-79,739	Closed	-$2.62M	–	312
2015 Q3	$2.62M	Buy	+79,739	New	+$2.68M	0.37%	82
2013 Q4	–	Sell	-60,756	Closed	-$1.7M	–	235
2013 Q3	$1.7M	Sell	60,756 -1,300	-2%	-$34.7K	0.37%	77
2013 Q2	$1.67M	Buy	+62,056	New	+$1.71M	0.39%	82

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 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

Stoneridge Investment Partners's XYL Position: Q2 2026 in Review

Stoneridge Investment Partners reduced its Xylem (XYL) stake by 42% in Q2 2026, selling an estimated $422K and leaving 4,978 shares worth $582K. The position accounts for 0.38% of the portfolio, ranked #88.

Stoneridge Investment Partners first reported a position in XYL in Q2 2013 and has held it in 10 quarters since. The position peaked at $3.75M in Q4 2024. 1,093 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Stoneridge Investment Partners held 4,978 shares of Xylem worth $582K as of Q2 2026.
Stoneridge Investment Partners sold 3,656 Xylem shares in Q2 2026, an estimated $422K.
Xylem made up 0.38% of Stoneridge Investment Partners's portfolio in Q2 2026, its #88 holding.
Stoneridge Investment Partners first reported a position in Xylem in Q2 2013 and has held it in 10 quarters since.
Stoneridge Investment Partners's Xylem position peaked at $3.75M in Q4 2024.
1,093 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.