Welch & Forbes’s Xylem XYL Stock Holding History

Welch & Forbes’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	$46.8M	Sell	395,967 -17,888	-4%	-$2.06M	0.57%	50
2026 Q1	$49.5M	Buy	413,855 +12,023	+3%	+$1.58M	0.64%	44
2025 Q4	$54.7M	Buy	401,832 +8,461	+2%	+$1.22M	0.66%	42
2025 Q3	$58M	Buy	393,371 +12,036	+3%	+$1.67M	0.7%	42
2025 Q2	$49.3M	Buy	381,335 +12,513	+3%	+$1.52M	0.62%	48
2025 Q1	$44.1M	Buy	368,822 +23,790	+7%	+$2.95M	0.58%	49
2024 Q4	$40M	Sell	345,032 -8,355	-2%	-$1.06M	0.51%	53
2024 Q3	$47.7M	Buy	353,387 +15,587	+5%	+$2.09M	0.61%	47
2024 Q2	$45.4M	Buy	337,800 +106,856	+46%	+$14.5M	0.61%	47
2024 Q1	$29.8M	Buy	230,944 +177,811	+335%	+$21.5M	0.41%	64
2023 Q4	$6.08M	Buy	53,133 +43,475	+450%	+$4.34M	0.09%	119
2023 Q3	$879K	Hold	9,658	–	–	0.01%	232
2023 Q2	$1.09M	Buy	9,658 +344	+4%	+$36.4K	0.02%	219
2023 Q1	$975K	Hold	9,314	–	–	0.02%	236
2022 Q4	$1.03M	Sell	9,314 -1,300	-12%	-$136K	0.02%	227
2022 Q3	$927K	Sell	10,614 -550	-5%	-$50K	0.02%	231
2022 Q2	$873K	Hold	11,164	–	–	0.02%	242
2022 Q1	$952K	Sell	11,164 -267	-2%	-$25.6K	0.02%	234
2021 Q4	$1.37M	Buy	11,431 +267	+2%	+$33.1K	0.02%	209
2021 Q3	$1.38M	Hold	11,164	–	–	0.02%	206
2021 Q2	$1.34M	Buy	11,164 +1,180	+12%	+$135K	0.02%	202
2021 Q1	$1.05M	Hold	9,984	–	–	0.02%	214
2020 Q4	$1.02M	Hold	9,984	–	–	0.02%	213
2020 Q3	$839K	Sell	9,984 -940	-9%	-$73.2K	0.02%	215
2020 Q2	$709K	Sell	10,924 -184	-2%	-$12.1K	0.02%	217
2020 Q1	$723K	Buy	11,108 +126	+1%	+$9.93K	0.02%	204
2019 Q4	$865K	Buy	10,982 +240	+2%	+$18.7K	0.02%	214
2019 Q3	$855K	Buy	10,742 +1,050	+11%	+$82.5K	0.02%	214
2019 Q2	$811K	Hold	9,692	–	–	0.02%	217
2019 Q1	$766K	Hold	9,692	–	–	0.02%	217
2018 Q4	$647K	Hold	9,692	–	–	0.02%	222
2018 Q3	$774K	Hold	9,692	–	–	0.02%	218
2018 Q2	$653K	Hold	9,692	–	–	0.02%	228
2018 Q1	$746K	Sell	9,692 -122	-1%	-$9.02K	0.02%	221
2017 Q4	$669K	Buy	9,814 +122	+1%	+$8.1K	0.02%	214
2017 Q3	$607K	Hold	9,692	–	–	0.02%	221
2017 Q2	$537K	Sell	9,692 -9	-0.1%	-$469	0.02%	230
2017 Q1	$487K	Buy	9,701 +9	+0.1%	+$439	0.01%	242
2016 Q4	$480K	Sell	9,692 -200	-2%	-$10.1K	0.01%	246
2016 Q3	$519K	Hold	9,892	–	–	0.02%	206
2016 Q2	$442K	Buy	9,892 +692	+8%	+$30.1K	0.01%	252
2016 Q1	$376K	Buy	+9,200	New	+$339K	0.01%	263

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

Welch & Forbes's XYL Position: Q2 2026 in Review

Welch & Forbes reduced its Xylem (XYL) stake by 4.3% in Q2 2026, selling an estimated $2.06M and leaving 395,967 shares worth $46.8M. The position accounts for 0.57% of the portfolio, ranked #50.

Welch & Forbes first reported a position in XYL in Q1 2016 and has held it in 42 quarters since. The position peaked at $58M in Q3 2025. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Welch & Forbes held 395,967 shares of Xylem worth $46.8M as of Q2 2026.
Welch & Forbes sold 17,888 Xylem shares in Q2 2026, an estimated $2.06M.
Xylem made up 0.57% of Welch & Forbes's portfolio in Q2 2026, its #50 holding.
Welch & Forbes first reported a position in Xylem in Q1 2016 and has held it in 42 quarters since.
Welch & Forbes's Xylem position peaked at $58M in Q3 2025.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.