Center for Financial Planning’s Xylem XYL Stock Holding History

Center for Financial Planning’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 Q2	$31.4K	Hold	266	–	–	﹤0.01%	379
2026 Q1	$31.8K	Hold	266	–	–	﹤0.01%	364
2025 Q4	$36.2K	Hold	266	–	–	﹤0.01%	336
2025 Q3	$39.2K	Hold	266	–	–	﹤0.01%	335
2025 Q2	$34.4K	Hold	266	–	–	﹤0.01%	334
2025 Q1	$31.8K	Buy	266 +91	+52%	+$11.3K	﹤0.01%	337
2024 Q4	$20.3K	Hold	175	–	–	﹤0.01%	349
2024 Q3	$23.6K	Sell	175 -75	-30%	-$10K	﹤0.01%	321
2024 Q2	$33.9K	Sell	250 -102	-29%	-$13.9K	﹤0.01%	280
2024 Q1	$45.5K	Hold	352	–	–	0.01%	251
2023 Q4	$40.3K	Hold	352	–	–	0.01%	249
2023 Q3	$32K	Hold	352	–	–	0.01%	256
2023 Q2	$39.6K	Hold	352	–	–	0.01%	255
2023 Q1	$36.9K	Hold	352	–	–	0.01%	250
2022 Q4	$38.9K	Hold	352	–	–	0.01%	240
2022 Q3	$31K	Hold	352	–	–	0.01%	256
2022 Q2	$28K	Hold	352	–	–	0.01%	266
2022 Q1	$30K	Hold	352	–	–	0.01%	278
2021 Q4	$42K	Hold	352	–	–	0.01%	250
2021 Q3	$44K	Hold	352	–	–	0.01%	236
2021 Q2	$42K	Hold	352	–	–	0.01%	237
2021 Q1	$37K	Hold	352	–	–	0.01%	245
2020 Q4	$36K	Hold	352	–	–	0.01%	234
2020 Q3	$30K	Hold	352	–	–	0.01%	226
2020 Q2	$23K	Hold	352	–	–	0.01%	247
2020 Q1	$23K	Hold	352	–	–	0.01%	240
2019 Q4	$28K	Buy	+352	New	+$27.4K	0.01%	231

Other funds holding XYL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Center for Financial Planning's XYL Position: Q2 2026 in Review

Center for Financial Planning held its Xylem (XYL) position steady in Q2 2026 at 266 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Center for Financial Planning first reported a position in XYL in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.5K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Center for Financial Planning held 266 shares of Xylem worth $31.4K as of Q2 2026.
Center for Financial Planning left its Xylem share count unchanged in Q2 2026.
Xylem made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #379 holding.
Center for Financial Planning first reported a position in Xylem in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Xylem position peaked at $45.5K in Q1 2024.
1,103 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.