Creative Planning’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.24M | Buy |
77,327
+25,626
| +50% | +$3.36M | 0.01% | 739 |
|
|
2025
Q4 | $7.04M | Sell |
51,701
-1,455
| -3% | -$209K | 0.01% | 784 |
|
|
2025
Q3 | $7.84M | Buy |
53,156
+10,396
| +24% | +$1.44M | 0.01% | 664 |
|
|
2025
Q2 | $5.53M | Buy |
42,760
+2,075
| +5% | +$251K | ﹤0.01% | 724 |
|
|
2025
Q1 | $4.86M | Buy |
40,685
+9,822
| +32% | +$1.22M | ﹤0.01% | 718 |
|
|
2024
Q4 | $3.58M | Buy |
30,863
+2,348
| +8% | +$297K | ﹤0.01% | 815 |
|
|
2024
Q3 | $3.85M | Buy |
28,515
+2,536
| +10% | +$339K | ﹤0.01% | 741 |
|
|
2024
Q2 | $3.52M | Buy |
25,979
+904
| +4% | +$123K | ﹤0.01% | 753 |
|
|
2024
Q1 | $3.24M | Buy |
25,075
+110
| +0.4% | +$13.3K | ﹤0.01% | 769 |
|
|
2023
Q4 | $2.85M | Buy |
24,965
+471
| +2% | +$47K | 0.01% | 763 |
|
|
2023
Q3 | $2.23M | Sell |
24,494
-4,199
| -15% | -$433K | ﹤0.01% | 813 |
|
|
2023
Q2 | $3.23M | Buy |
28,693
+2,381
| +9% | +$252K | ﹤0.01% | 650 |
|
|
2023
Q1 | $2.75M | Buy |
26,312
+1,590
| +6% | +$166K | ﹤0.01% | 677 |
|
|
2022
Q4 | $2.73M | Buy |
24,722
+3,351
| +16% | +$351K | ﹤0.01% | 649 |
|
|
2022
Q3 | $1.87M | Buy |
21,371
+803
| +4% | +$73K | ﹤0.01% | 721 |
|
|
2022
Q2 | $1.61M | Buy |
20,568
+340
| +2% | +$28.1K | ﹤0.01% | 792 |
|
|
2022
Q1 | $1.72M | Buy |
20,228
+4,998
| +33% | +$479K | ﹤0.01% | 763 |
|
|
2021
Q4 | $1.83M | Sell |
15,230
-584
| -4% | -$72.5K | ﹤0.01% | 714 |
|
|
2021
Q3 | $1.96M | Buy |
15,814
+464
| +3% | +$59.7K | ﹤0.01% | 695 |
|
|
2021
Q2 | $1.84M | Sell |
15,350
-6,996
| -31% | -$799K | ﹤0.01% | 710 |
|
|
2021
Q1 | $2.35M | Buy |
22,346
+948
| +4% | +$96.1K | ﹤0.01% | 657 |
|
|
2020
Q4 | $2.18M | Buy |
21,398
+421
| +2% | +$39.6K | ﹤0.01% | 640 |
|
|
2020
Q3 | $1.76M | Buy |
20,977
+1,605
| +8% | +$125K | ﹤0.01% | 608 |
|
|
2020
Q2 | $1.26M | Sell |
19,372
-1,445
| -7% | -$95.4K | ﹤0.01% | 657 |
|
|
2020
Q1 | $1.36M | Buy |
20,817
+455
| +2% | +$35.9K | ﹤0.01% | 542 |
|
|
2019
Q4 | $1.6M | Sell |
20,362
-254
| -1% | -$19.8K | ﹤0.01% | 589 |
|
|
2019
Q3 | $1.64M | Buy |
20,616
+337
| +2% | +$26.5K | 0.01% | 556 |
|
|
2019
Q2 | $1.7M | Sell |
20,279
-13
| -0.1% | -$1.04K | 0.01% | 551 |
|
|
2019
Q1 | $1.6M | Buy |
20,292
+2,378
| +13% | +$174K | 0.01% | 546 |
|
|
2018
Q4 | $1.2M | Sell |
17,914
-852
| -5% | -$58.9K | ﹤0.01% | 606 |
|
|
2018
Q3 | $1.5M | Buy |
18,766
+2,154
| +13% | +$161K | 0.01% | 573 |
|
|
2018
Q2 | $1.12M | Buy |
16,612
+412
| +3% | +$29.9K | ﹤0.01% | 693 |
|
|
2018
Q1 | $1.25M | Sell |
16,200
-169
| -1% | -$12.5K | 0.01% | 623 |
|
|
2017
Q4 | $1.12M | Buy |
16,369
+1,026
| +7% | +$68.1K | ﹤0.01% | 679 |
|
|
2017
Q3 | $961K | Sell |
15,343
-368
| -2% | -$22K | ﹤0.01% | 734 |
|
|
2017
Q2 | $871K | Buy |
15,711
+1,398
| +10% | +$72.8K | ﹤0.01% | 750 |
|
|
2017
Q1 | $719K | Sell |
14,313
-12
| -0.1% | -$585 | ﹤0.01% | 801 |
|
|
2016
Q4 | $709K | Buy |
14,325
+10
| +0.1% | +$507 | ﹤0.01% | 769 |
|
|
2016
Q3 | $751K | Buy |
14,315
+681
| +5% | +$33.4K | ﹤0.01% | 712 |
|
|
2016
Q2 | $609K | Buy |
13,634
+2,001
| +17% | +$86.9K | ﹤0.01% | 694 |
|
|
2016
Q1 | $476K | Sell |
11,633
-1,511
| -11% | -$55.6K | ﹤0.01% | 769 |
|
|
2015
Q4 | $480K | Sell |
13,144
-384
| -3% | -$13.9K | ﹤0.01% | 777 |
|
|
2015
Q3 | $444K | Buy |
13,528
+1,434
| +12% | +$48.2K | ﹤0.01% | 788 |
|
|
2015
Q2 | $448K | Buy |
12,094
+1,967
| +19% | +$71.6K | ﹤0.01% | 700 |
|
|
2015
Q1 | $355K | Buy |
10,127
+2,157
| +27% | +$76.1K | ﹤0.01% | 911 |
|
|
2014
Q4 | $303K | Sell |
7,970
-249
| -3% | -$9.11K | ﹤0.01% | 934 |
|
|
2014
Q3 | $292K | Sell |
8,219
-1,421
| -15% | -$52.8K | ﹤0.01% | 878 |
|
|
2014
Q2 | $377K | Buy |
9,640
+4,330
| +82% | +$162K | ﹤0.01% | 750 |
|
|
2014
Q1 | $193K | Buy |
5,310
+276
| +5% | +$10.1K | ﹤0.01% | 1019 |
|
|
2013
Q4 | $174K | Sell |
5,034
-190
| -4% | -$6.11K | ﹤0.01% | 930 |
|
|
2013
Q3 | $146K | Buy |
5,224
+143
| +3% | +$3.81K | ﹤0.01% | 906 |
|
|
2013
Q2 | $137K | Buy |
+5,081
| New | +$140K | ﹤0.01% | 828 |
|
Other funds holding XYL
VCM
VPM
Creative Planning's XYL Position: Q1 2026 in Review
Creative Planning increased its Xylem (XYL) stake by 50% in Q1 2026, buying an estimated $3.36M and bringing the position to 77,327 shares worth $9.24M. The position accounts for 0.01% of the portfolio, ranked #739.
Creative Planning first reported a position in XYL in Q2 2013 and has held it in 52 quarters since. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.
- Creative Planning held 77,327 shares of Xylem worth $9.24M as of Q1 2026.
- Creative Planning bought 25,626 Xylem shares in Q1 2026, an estimated $3.36M.
- Xylem made up 0.01% of Creative Planning's portfolio in Q1 2026, its #739 holding.
- Creative Planning first reported a position in Xylem in Q2 2013 and has held it in 52 quarters since.
- 1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.