Cornerstone Planning Group
XYL icon

Cornerstone Planning Group’s Xylem XYL Stock Holding History

Cornerstone Planning Group’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 		– Sell
-32
Closed -$3.73K – 1759
2026
Q2 		$3.73K Sell
32
-15
-32% -$1.73K ﹤0.01% 1167
2026
Q1 		$5.36K Buy
47
+23
+96% +$3.02K ﹤0.01% 1068
2025
Q4 		$3.26K Sell
24
-1,001
-98% -$144K ﹤0.01% 1085
2025
Q3 		$4.99K Buy
1,025
+1,001
+4,171% +$139K ﹤0.01% 948
2025
Q2 		$3.45K Buy
24
+10
+71% +$1.21K ﹤0.01% 809
2025
Q1 		$1.59K Buy
14
+13
+1,300% +$1.61K ﹤0.01% 1038
2024
Q4 		$122 Sell
1
-5
-83% -$632 ﹤0.01% 1346
2024
Q3 		$779 Hold
6
– – ﹤0.01% 995
2024
Q2 		$757 Buy
+6
New +$816 ﹤0.01% 1002

Other funds holding XYL

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Cornerstone Planning Group's XYL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Xylem (XYL) in Q3 2026, closing a stake of 32 shares — an estimated $3.73K sold.

Cornerstone Planning Group first reported a position in XYL in Q2 2024 and held it in 9 quarters. The position peaked at $5.36K in Q1 2026. 215 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Xylem position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 32 Xylem shares in Q3 2026, an estimated $3.73K.
  • Cornerstone Planning Group first reported a position in Xylem in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Xylem position peaked at $5.36K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.