Pinnacle Wealth Planning Services’s Xylem XYL Stock Holding History

Pinnacle Wealth Planning Services’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	$52.9K	Sell	448 -217	-33%	-$25K	0.01%	1238
2026 Q1	$79.4K	Buy	665 +5	+0.8%	+$656	0.01%	931
2025 Q4	$89.8K	Buy	+660	New	+$94.9K	0.01%	841
2024 Q4	–	Sell	-1,575	Closed	-$213K	–	570
2024 Q3	$213K	Sell	1,575 -4	-0.3%	-$535	0.03%	443
2024 Q2	$214K	Hold	1,579	–	–	0.03%	403
2024 Q1	$204K	Buy	+1,579	New	+$191K	0.03%	428
2021 Q1	–	Sell	-481	Closed	-$49K	–	2001
2020 Q4	$49K	Buy	+481	New	+$45.2K	0.01%	811
2018 Q2	–	Sell	-2,760	Closed	-$213K	–	189
2018 Q1	$213K	Buy	+2,760	New	+$204K	0.22%	154

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Pinnacle Wealth Planning Services's XYL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Xylem (XYL) stake by 33% in Q2 2026, selling an estimated $25K and leaving 448 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #1238.

Pinnacle Wealth Planning Services first reported a position in XYL in Q1 2018 and has held it in 8 quarters since. The position peaked at $214K in Q2 2024. 1,098 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

Pinnacle Wealth Planning Services held 448 shares of Xylem worth $52.9K as of Q2 2026.
Pinnacle Wealth Planning Services sold 217 Xylem shares in Q2 2026, an estimated $25K.
Xylem made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1238 holding.
Pinnacle Wealth Planning Services first reported a position in Xylem in Q1 2018 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Xylem position peaked at $214K in Q2 2024.
1,098 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.