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Mark Sheptoff Financial Planning’s Xylem XYL Stock Holding History

Mark Sheptoff 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 		$34K Hold
288
– – 0.02% 220
2026
Q1 		$33.5K Buy
288
+48
+20% +$6.29K 0.02% 217
2025
Q4 		$32.7K Hold
240
– – 0.02% 230
2025
Q3 		$35.4K Hold
240
– – 0.02% 218
2025
Q2 		$31K Sell
240
-120
-33% -$14.5K 0.02% 223
2025
Q1 		$43K Buy
360
+120
+50% +$14.9K 0.02% 179
2024
Q4 		$27.8K Hold
240
– – 0.01% 227
2024
Q3 		$32.4K Hold
240
– – 0.02% 203
2024
Q2 		$32.6K Buy
+240
New +$32.7K 0.02% 215

Other funds holding XYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Mark Sheptoff Financial Planning's XYL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Xylem (XYL) position steady in Q2 2026 at 288 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #220.

Mark Sheptoff Financial Planning first reported a position in XYL in Q2 2024 and has held it in 9 quarters since. The position peaked at $43K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 288 shares of Xylem worth $34K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Xylem share count unchanged in Q2 2026.
  • Xylem made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #220 holding.
  • Mark Sheptoff Financial Planning first reported a position in Xylem in Q2 2024 and has held it in 9 quarters since.
  • Mark Sheptoff Financial Planning's Xylem position peaked at $43K in Q1 2025.
  • 1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.