de Creative Planning Xylem XYL Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 11 M | Comprar |
93,380
+16,053
| +21% | +USD 1.85 M | 0.01% | 823 |
|
|
2026
Q1 | USD 9.24 M | Comprar |
77,327
+25,626
| +50% | +USD 3.36 M | 0.01% | 739 |
|
|
2025
Q4 | USD 7.04 M | Vender |
51,701
-1,455
| -3% | -USD 209 k | 0.01% | 784 |
|
|
2025
Q3 | USD 7.84 M | Comprar |
53,156
+10,396
| +24% | +USD 1.44 M | 0.01% | 664 |
|
|
2025
Q2 | USD 5.53 M | Comprar |
42,760
+2,075
| +5% | +USD 251 k | ﹤0.01% | 724 |
|
|
2025
Q1 | USD 4.86 M | Comprar |
40,685
+9,822
| +32% | +USD 1.22 M | ﹤0.01% | 718 |
|
|
2024
Q4 | USD 3.58 M | Comprar |
30,863
+2,348
| +8% | +USD 297 k | ﹤0.01% | 815 |
|
|
2024
Q3 | USD 3.85 M | Comprar |
28,515
+2,536
| +10% | +USD 339 k | ﹤0.01% | 741 |
|
|
2024
Q2 | USD 3.52 M | Comprar |
25,979
+904
| +4% | +USD 123 k | ﹤0.01% | 753 |
|
|
2024
Q1 | USD 3.24 M | Comprar |
25,075
+110
| +0.4% | +USD 13.3 k | ﹤0.01% | 769 |
|
|
2023
Q4 | USD 2.85 M | Comprar |
24,965
+471
| +2% | +USD 47 k | 0.01% | 763 |
|
|
2023
Q3 | USD 2.23 M | Vender |
24,494
-4,199
| -15% | -USD 433 k | ﹤0.01% | 813 |
|
|
2023
Q2 | USD 3.23 M | Comprar |
28,693
+2,381
| +9% | +USD 252 k | ﹤0.01% | 650 |
|
|
2023
Q1 | USD 2.75 M | Comprar |
26,312
+1,590
| +6% | +USD 166 k | ﹤0.01% | 677 |
|
|
2022
Q4 | USD 2.73 M | Comprar |
24,722
+3,351
| +16% | +USD 351 k | ﹤0.01% | 649 |
|
|
2022
Q3 | USD 1.87 M | Comprar |
21,371
+803
| +4% | +USD 73 k | ﹤0.01% | 721 |
|
|
2022
Q2 | USD 1.61 M | Comprar |
20,568
+340
| +2% | +USD 28.1 k | ﹤0.01% | 792 |
|
|
2022
Q1 | USD 1.72 M | Comprar |
20,228
+4,998
| +33% | +USD 479 k | ﹤0.01% | 763 |
|
|
2021
Q4 | USD 1.83 M | Vender |
15,230
-584
| -4% | -USD 72.5 k | ﹤0.01% | 714 |
|
|
2021
Q3 | USD 1.96 M | Comprar |
15,814
+464
| +3% | +USD 59.7 k | ﹤0.01% | 695 |
|
|
2021
Q2 | USD 1.84 M | Vender |
15,350
-6,996
| -31% | -USD 799 k | ﹤0.01% | 710 |
|
|
2021
Q1 | USD 2.35 M | Comprar |
22,346
+948
| +4% | +USD 96.1 k | ﹤0.01% | 657 |
|
|
2020
Q4 | USD 2.18 M | Comprar |
21,398
+421
| +2% | +USD 39.6 k | ﹤0.01% | 640 |
|
|
2020
Q3 | USD 1.76 M | Comprar |
20,977
+1,605
| +8% | +USD 125 k | ﹤0.01% | 608 |
|
|
2020
Q2 | USD 1.26 M | Vender |
19,372
-1,445
| -7% | -USD 95.4 k | ﹤0.01% | 657 |
|
|
2020
Q1 | USD 1.36 M | Comprar |
20,817
+455
| +2% | +USD 35.9 k | ﹤0.01% | 542 |
|
|
2019
Q4 | USD 1.6 M | Vender |
20,362
-254
| -1% | -USD 19.8 k | ﹤0.01% | 589 |
|
|
2019
Q3 | USD 1.64 M | Comprar |
20,616
+337
| +2% | +USD 26.5 k | 0.01% | 556 |
|
|
2019
Q2 | USD 1.7 M | Vender |
20,279
-13
| -0.1% | -USD 1.04 k | 0.01% | 551 |
|
|
2019
Q1 | USD 1.6 M | Comprar |
20,292
+2,378
| +13% | +USD 174 k | 0.01% | 546 |
|
|
2018
Q4 | USD 1.2 M | Vender |
17,914
-852
| -5% | -USD 58.9 k | ﹤0.01% | 606 |
|
|
2018
Q3 | USD 1.5 M | Comprar |
18,766
+2,154
| +13% | +USD 161 k | 0.01% | 573 |
|
|
2018
Q2 | USD 1.12 M | Comprar |
16,612
+412
| +3% | +USD 29.9 k | ﹤0.01% | 693 |
|
|
2018
Q1 | USD 1.25 M | Vender |
16,200
-169
| -1% | -USD 12.5 k | 0.01% | 623 |
|
|
2017
Q4 | USD 1.12 M | Comprar |
16,369
+1,026
| +7% | +USD 68.1 k | ﹤0.01% | 679 |
|
|
2017
Q3 | USD 961 k | Vender |
15,343
-368
| -2% | -USD 22 k | ﹤0.01% | 734 |
|
|
2017
Q2 | USD 871 k | Comprar |
15,711
+1,398
| +10% | +USD 72.8 k | ﹤0.01% | 750 |
|
|
2017
Q1 | USD 719 k | Vender |
14,313
-12
| -0.1% | -USD 585 | ﹤0.01% | 801 |
|
|
2016
Q4 | USD 709 k | Comprar |
14,325
+10
| +0.1% | +USD 507 | ﹤0.01% | 769 |
|
|
2016
Q3 | USD 751 k | Comprar |
14,315
+681
| +5% | +USD 33.4 k | ﹤0.01% | 712 |
|
|
2016
Q2 | USD 609 k | Comprar |
13,634
+2,001
| +17% | +USD 86.9 k | ﹤0.01% | 694 |
|
|
2016
Q1 | USD 476 k | Vender |
11,633
-1,511
| -11% | -USD 55.6 k | ﹤0.01% | 769 |
|
|
2015
Q4 | USD 480 k | Vender |
13,144
-384
| -3% | -USD 13.9 k | ﹤0.01% | 777 |
|
|
2015
Q3 | USD 444 k | Comprar |
13,528
+1,434
| +12% | +USD 48.2 k | ﹤0.01% | 788 |
|
|
2015
Q2 | USD 448 k | Comprar |
12,094
+1,967
| +19% | +USD 71.6 k | ﹤0.01% | 700 |
|
|
2015
Q1 | USD 355 k | Comprar |
10,127
+2,157
| +27% | +USD 76.1 k | ﹤0.01% | 911 |
|
|
2014
Q4 | USD 303 k | Vender |
7,970
-249
| -3% | -USD 9.11 k | ﹤0.01% | 934 |
|
|
2014
Q3 | USD 292 k | Vender |
8,219
-1,421
| -15% | -USD 52.8 k | ﹤0.01% | 878 |
|
|
2014
Q2 | USD 377 k | Comprar |
9,640
+4,330
| +82% | +USD 162 k | ﹤0.01% | 750 |
|
|
2014
Q1 | USD 193 k | Comprar |
5,310
+276
| +5% | +USD 10.1 k | ﹤0.01% | 1019 |
|
|
2013
Q4 | USD 174 k | Vender |
5,034
-190
| -4% | -USD 6.11 k | ﹤0.01% | 930 |
|
|
2013
Q3 | USD 146 k | Comprar |
5,224
+143
| +3% | +USD 3.81 k | ﹤0.01% | 906 |
|
|
2013
Q2 | USD 137 k | Comprar |
+5,081
| Nuevas | +USD 140 k | ﹤0.01% | 828 |
|
Otros fondos que tienen XYL en su cartera
Posición de Creative Planning en XYL: resumen de T2 2026
Creative Planning aumentó su participación en Xylem (XYL) en 21% durante T2 2026, al comprar aproximadamente USD 1.85 M y elevar la posición a 93,380 acciones con un valor de USD 11 M. La posición representa 0.01% de la cartera y ocupa el puesto #823.
Creative Planning reportó por primera vez una posición en XYL en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 1,106 fondos que sigue Wall St. Rank mantienen una posición en XYL.
- Al cierre de T2 2026, Creative Planning tenía 93,380 acciones de Xylem con un valor de USD 11 M.
- Creative Planning compró 16,053 acciones de Xylem en T2 2026, por un monto estimado de USD 1.85 M.
- Xylem representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 823.
- Creative Planning reportó por primera vez una posición en Xylem en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 1,106 fondos que sigue Wall St. Rank tenían Xylem en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.