Superior Planning, LLC’s Xylem XYL Stock Holding History

Superior Planning, LLC’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 Q3	$5.98K	Buy	+59	New	+$6.75K	﹤0.01%	1137

Other funds holding XYL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's XYL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Xylem (XYL) in Q3 2026: 59 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings.

775 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

Superior Planning, LLC held 59 shares of Xylem worth $5.98K as of Q3 2026.
Xylem was a new Superior Planning, LLC position in Q3 2026.
Xylem made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1137 holding.
775 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.