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West Branch Capital’s Xylem XYL Stock Holding History

West Branch Capital’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 		$11.8K Buy
+100
New +$11.5K ﹤0.01% 225
2025
Q2 		– Sell
-1
Closed -$120 – 538
2025
Q1 		$120 Hold
1
– – ﹤0.01% 512
2024
Q4 		$117 Hold
1
– – ﹤0.01% 517
2024
Q3 		$136 Buy
+1
New +$134 ﹤0.01% 506

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

West Branch Capital's XYL Position: Q2 2026 in Review

West Branch Capital opened a new position in Xylem (XYL) in Q2 2026: 100 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: West Branch Capital previously reported a position in XYL as recently as Q1 2025.

West Branch Capital first reported a position in XYL in Q3 2024 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • West Branch Capital held 100 shares of Xylem worth $11.8K as of Q2 2026.
  • Xylem was a new West Branch Capital position in Q2 2026.
  • Xylem made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #225 holding.
  • West Branch Capital first reported a position in Xylem in Q3 2024 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.