Consolidated Planning Corp’s Xylem XYL Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-13,398	Closed	-$1.82M	–	221
2025 Q4	$1.82M	Buy	+13,398	New	+$1.93M	0.18%	104

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Consolidated Planning Corp's XYL Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Xylem (XYL) in Q1 2026, closing a stake of 13,398 shares — an estimated $1.82M sold.

Consolidated Planning Corp first reported a position in XYL in Q4 2025 and held it in 1 quarter. The position peaked at $1.82M in Q4 2025. 1,114 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Consolidated Planning Corp reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 13,398 Xylem shares in Q1 2026, an estimated $1.82M.
Consolidated Planning Corp first reported a position in Xylem in Q4 2025 and held it in 1 quarter.
Consolidated Planning Corp's Xylem position peaked at $1.82M in Q4 2025.
1,114 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.