XYL — Xylem

Ownership history in J. Stern & Co. LLP  ·  9 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Xylem (XYL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.68% in 2024 Q2. The latest visible filing shows XYL at 3.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. Stern & Co. LLP's position in Xylem, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XYL was reported at 3.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.68% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XYL stock page J. Stern & Co. LLP fund profile J. Stern & Co. LLP full holdings
How J. Stern & Co. LLP held XYL — position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 45,448,168 +45,082,435 +12326.6% 3.87% $45.4M 2026-02-14 (Est.) $127.66
2025 Q3 ADDED 365,733 +14,833 +4.2% 4.08% $53.9M 2025-11-14 $141.85
2025 Q2 ADDED 350,900 +8,019 +2.3% 3.76% $44.1M 2025-08-14 $140.57
2025 Q1 ADDED 342,881 +21,134 +6.6% 3.93% $41.0M 2025-05-14 $123.93
2024 Q4 ADDED 321,747 +17,421 +5.7% 3.52% $37.3M 2025-02-14 $127.42
2024 Q3 ADDED 304,326 +14,342 +4.9% 4.38% $41.1M 2024-11-13 $121.52
2024 Q2 ADDED 289,984 +7,179 +2.5% 4.68% $39.3M 2024-08-14 $128.79
2024 Q1 ADDED 282,805 +57,547 +25.5% 4.62% $36.5M 2024-05-15 $140.47
2023 Q4 INITIATED 225,258 — — 4.61% $25.3M 2024-02-13 $118.58

🏢 Other funds also holding XYL

As of 2026 Q1 — sorted by position size

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.82% Baker Chad R 3Y 7Y 2.23% Renaissance Investment Group LLC 3Y 7Y 2.14% BOSTON RESEARCH & MANAGEMENT INC 3Y 7Y 1.59% DUDLEY & SHANLEY, INC. 3Y 7Y 1.58% Harrington Investments, INC 3Y 7Y 1.41% HALL LAURIE J TRUSTEE 3Y 7Y 1.38% Perennial Advisors, LLC 3Y 7Y 1.04% Covea Finance 3Y 1.03% RD Lewis Holdings, Inc. 0.91%

FAQ About J. Stern & Co. LLP and XYL

These are the practical questions this page is built to answer before you even open the full history table.

How long has J. Stern & Co. LLP reported owning XYL?

J. Stern & Co. LLP reported XYL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XYL position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for XYL was 4.68% in 2024 Q2.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 45,448,168 shares, equal to 3.87% of portfolio, with an estimated market value of $45.4M.

What does the chart on this XYL ownership page compare?

The chart compares J. Stern & Co. LLP's quarterly XYL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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