Estate Planners Group’s Xylem XYL Stock Holding History

Estate Planners 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 Q1	–	Sell	-32	Closed	-$4.33K	–	436
2025 Q4	$4.33K	Buy	+32	New	+$4.6K	﹤0.01%	350

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 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

Estate Planners Group's XYL Position: Q1 2026 in Review

Estate Planners Group sold out of Xylem (XYL) in Q1 2026, closing a stake of 32 shares — an estimated $4.33K sold.

Estate Planners Group first reported a position in XYL in Q4 2025 and held it in 1 quarter. The position peaked at $4.33K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Estate Planners Group reported no remaining Xylem position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 32 Xylem shares in Q1 2026, an estimated $4.33K.
Estate Planners Group first reported a position in Xylem in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Xylem position peaked at $4.33K in Q4 2025.
1,111 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.