ROSENBLUM SILVERMAN SUTTON S F INC /CA XYL — Xylem, Inc.

Ownership history in ROSENBLUM SILVERMAN SUTTON S F INC /CA  ·  8 quarters on record

AI Ownership Summary

ROSENBLUM SILVERMAN SUTTON S F INC /CA reported Xylem, Inc. (XYL) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.78% in 2024 Q3. The latest visible filing shows XYL at 0.14% 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 ROSENBLUM SILVERMAN SUTTON S F INC /CA'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
2026 Q2

XYL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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 ROSENBLUM SILVERMAN SUTTON S F INC /CA fund profile ROSENBLUM SILVERMAN SUTTON S F INC /CA full holdings
How ROSENBLUM SILVERMAN SUTTON S F INC /CA 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,806 -35,426 -88.1% 0.14% $568K 2026-08-13 $120.32
2026 Q1 ADDED — — — 40,232 +175 +0.4% 1.26% $4.8M 2026-05-13 $108.58
2025 Q4 REDUCED — — — 40,057 -1,130 -2.7% 1.26% $5.5M 2026-02-13 $127.16
2025 Q3 ADDED — — — 41,187 +175 +0.4% 1.39% $6.1M 2025-11-13 $145.79
2025 Q2 REDUCED — — — 41,012 -220 -0.5% 1.29% $5.3M 2025-08-13 $141.69
2025 Q1 ADDED — — — 41,232 +202 +0.5% 1.36% $4.9M 2025-05-12 $125.22
2024 Q4 REDUCED 20.3% +3.3% ❌ 41,030 -10,425 -20.3% 1.20% $4.8M 2025-02-13 $128.60
2024 Q3 INITIATED — — — 51,455 — — 1.78% $6.9M 2024-11-14 $118.99

🏢 Other funds also holding XYL

As of 2026 Q2 — sorted by position size

ECOFI INVESTISSEMENTS SA 12.89% Redwood Grove Capital, LLC 3Y 7.37% Navera Investment Management Ltd. 3Y 5.04% FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 4.95% Foresight Group Ltd Liability Partnership 4.29% EDENTREE ASSET MANAGEMENT Ltd 3Y 3.7% Impax Asset Management Group plc 3Y 7Y 3.44% DUDLEY & SHANLEY, INC. 3Y 7Y 3.23% J. Stern & Co. LLP 3.1% LGT CAPITAL PARTNERS LTD. 3Y 7Y 2.58%

FAQ About ROSENBLUM SILVERMAN SUTTON S F INC /CA and XYL

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

How long has ROSENBLUM SILVERMAN SUTTON S F INC /CA reported owning XYL?

ROSENBLUM SILVERMAN SUTTON S F INC /CA reported XYL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported XYL position in ROSENBLUM SILVERMAN SUTTON S F INC /CA's portfolio?

The largest reported portfolio weight for XYL was 1.78% in 2024 Q3.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2026 Q2, when ROSENBLUM SILVERMAN SUTTON S F INC /CA reported 4,806 shares, equal to 0.14% of portfolio, with an estimated market value of $568K.

What does the chart on this XYL ownership page compare?

The chart compares ROSENBLUM SILVERMAN SUTTON S F INC /CA'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.

How well did ROSENBLUM SILVERMAN SUTTON S F INC /CA time their XYL position?

Based on 13F filing dates vs. subsequent XYL price moves, ROSENBLUM SILVERMAN SUTTON S F INC /CA correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on XYL relative to SPY over the holding period was +458.2%.

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