XYL β€” XYLEM INC

Ownership history in Notis-McConarty Edward  Β·  47 quarters on record

AI Ownership Summary

Notis-McConarty Edward reported XYLEM INC (XYL) in 47 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.17% in 2025 Q3. The latest visible filing shows XYL at 2.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Notis-McConarty Edward's position in XYLEM INC, 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 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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.

How Notis-McConarty Edward held XYL β€” position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 31,678 +86 +0.3% 2.00% $4.3M 2026-02-14 (Est.) $127.66
2025 Q3 ADDED 31,592 +165 +0.5% 2.17% $4.7M 2025-11-10 $150.12
2025 Q2 ADDED 31,427 +335 +1.1% 1.98% $4.1M 2025-07-23 $130.59
2025 Q1 ADDED 31,092 +1,245 +4.2% 1.91% $3.7M 2025-05-06 $118.99
2024 Q4 REDUCED 29,847 -1,041 -3.4% 1.68% $3.5M 2025-02-13 $129.10
2024 Q3 REDUCED 30,888 -3,700 -10.7% 1.89% $4.2M 2024-11-12 $122.56
2024 Q2 REDUCED 34,588 -220 -0.6% 1.84% $4.7M 2024-08-12 $124.89
2024 Q1 REDUCED 34,808 -445 -1.3% 1.78% $4.5M 2024-04-29 $129.53
2023 Q4 ADDED 35,253 +2,625 +8.0% 1.61% $4.0M 2024-02-14 $120.94
2023 Q3 ADDED 32,628 +2,426 +8.0% 1.21% $3.0M 2023-11-14 $98.26
37 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Notis-McConarty Edward and XYL

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

How long has Notis-McConarty Edward reported owning XYL?

Notis-McConarty Edward reported XYL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported XYL position in Notis-McConarty Edward's portfolio?

The largest reported portfolio weight for XYL was 2.17% in 2025 Q3.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2025 Q4, when Notis-McConarty Edward reported 31,678 shares, equal to 2.00% of portfolio, with an estimated market value of $4.3M.

What does the chart on this XYL ownership page compare?

The chart compares Notis-McConarty Edward'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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