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Williams Jones Wealth Management’s Xylem XYL Stock Holding History

Williams Jones Wealth Management’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
Q1 		– Sell
-1,582
Closed -$215K – 539
2025
Q4 		$215K Hold
1,582
– – ﹤0.01% 466
2025
Q3 		$233K Hold
1,582
– – ﹤0.01% 448
2025
Q2 		$205K Buy
+1,582
New +$192K ﹤0.01% 472
2024
Q4 		– Sell
-1,607
Closed -$217K – 546
2024
Q3 		$217K Buy
1,607
+25
+2% +$3.35K ﹤0.01% 480
2024
Q2 		$215K Hold
1,582
– – ﹤0.01% 474
2024
Q1 		$204K Buy
+1,582
New +$191K ﹤0.01% 500
2023
Q4 		– Sell
-3,029
Closed -$276K – 557
2023
Q3 		$276K Sell
3,029
-159,726
-98% -$16.5M ﹤0.01% 432
2023
Q2 		$18.3M Buy
162,755
+932
+0.6% +$98.6K 0.27% 74
2023
Q1 		$16.9M Sell
161,823
-137
-0.1% -$14.3K 0.27% 72
2022
Q4 		$17.9M Sell
161,960
-465
-0.3% -$48.7K 0.3% 65
2022
Q3 		$14.2M Sell
162,425
-656
-0.4% -$59.6K 0.25% 79
2022
Q2 		$12.8M Sell
163,081
-33
-0% -$2.73K 0.21% 84
2022
Q1 		$13.9M Sell
163,114
-1,615
-1% -$155K 0.19% 84
2021
Q4 		$19.8M Sell
164,729
-1,339
-0.8% -$166K 0.25% 74
2021
Q3 		$20.5M Sell
166,068
-150
-0.1% -$19.3K 0.29% 68
2021
Q2 		$19.9M Buy
166,218
+50
+0% +$5.71K 0.28% 69
2021
Q1 		$17.5M Sell
166,168
-9,475
-5% -$961K 0.27% 69
2020
Q4 		$17.9M Sell
175,643
-1,086
-0.6% -$102K 0.29% 65
2020
Q3 		$14.9M Sell
176,729
-38
-0% -$2.96K 0.27% 68
2020
Q2 		$11.5M Sell
176,767
-21,494
-11% -$1.42M 0.24% 73
2020
Q1 		$12.9M Sell
198,261
-134,497
-40% -$10.6M 0.34% 59
2019
Q4 		$26.2M Buy
332,758
+829
+0.2% +$64.5K 0.5% 55
2019
Q3 		$26.4M Buy
+331,929
New +$26.1M 0.54% 51

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Williams Jones Wealth Management's XYL Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Xylem (XYL) in Q1 2026, closing a stake of 1,582 shares — an estimated $215K sold.

Williams Jones Wealth Management first reported a position in XYL in Q3 2019 and held it in 23 quarters. The position peaked at $26.4M in Q3 2019. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

  • Williams Jones Wealth Management reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,582 Xylem shares in Q1 2026, an estimated $215K.
  • Williams Jones Wealth Management first reported a position in Xylem in Q3 2019 and held it in 23 quarters.
  • Williams Jones Wealth Management's Xylem position peaked at $26.4M in Q3 2019.
  • 1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.