Welch Group’s Xylem XYL Stock Holding History

Welch Group’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	$790K	Sell	7,800 -2	-0%	-$229	0.03%	148
2026 Q2	$922K	Hold	7,802	–	–	0.03%	133
2026 Q1	$932K	Hold	7,802	–	–	0.04%	126
2025 Q4	$1.06M	Hold	7,802	–	–	0.04%	114
2025 Q3	$1.15M	Hold	7,802	–	–	0.04%	102
2025 Q2	$1.01M	Buy	7,802 +2	+0%	+$242	0.04%	101
2025 Q1	$932K	Hold	7,800	–	–	0.04%	100
2024 Q4	$907K	Hold	7,800	–	–	0.04%	106
2024 Q3	$1.05M	Hold	7,800	–	–	0.05%	100
2024 Q2	$1.06M	Buy	7,800 +3,200	+70%	+$435K	0.05%	95
2024 Q1	$595K	Hold	4,600	–	–	0.03%	115
2023 Q4	$526K	Buy	4,600 +800	+21%	+$79.8K	0.03%	122
2023 Q3	$346K	Hold	3,800	–	–	0.02%	142
2023 Q2	$428K	Hold	3,800	–	–	0.02%	121
2023 Q1	$398K	Hold	3,800	–	–	0.02%	129
2022 Q4	$420K	Hold	3,800	–	–	0.02%	128
2022 Q3	$332K	Hold	3,800	–	–	0.02%	121
2022 Q2	$297K	Hold	3,800	–	–	0.02%	149
2022 Q1	$324K	Hold	3,800	–	–	0.02%	150
2021 Q4	$456K	Hold	3,800	–	–	0.03%	130
2021 Q3	$470K	Hold	3,800	–	–	0.03%	112
2021 Q2	$456K	Hold	3,800	–	–	0.03%	111
2021 Q1	$400K	Buy	+3,800	New	+$385K	0.03%	117
2020 Q1	–	Sell	-1,500	Closed	-$118K	–	175
2019 Q4	$118K	Buy	+1,500	New	+$117K	0.01%	142

Other funds holding XYL

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Troy Asset Management London, United Kingdom $4.2B AUM 11.96% 1-Year Est. Return

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

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Welch Group's XYL Position: Q3 2026 in Review

Welch Group reduced its Xylem (XYL) stake by 0.03% in Q3 2026, selling an estimated $229 and leaving 7,800 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #148.

Welch Group first reported a position in XYL in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.15M in Q3 2025. 336 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Welch Group held 7,800 shares of Xylem worth $790K as of Q3 2026.
Welch Group sold 2 Xylem shares in Q3 2026, an estimated $229.
Xylem made up 0.03% of Welch Group's portfolio in Q3 2026, its #148 holding.
Welch Group first reported a position in Xylem in Q4 2019 and has held it in 24 quarters since.
Welch Group's Xylem position peaked at $1.15M in Q3 2025.
336 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.