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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Pinnacle Wealth Planning Services's XYL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Xylem (XYL) stake by 0.76% in Q1 2026, buying an estimated $656 and bringing the position to 665 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #931.

Pinnacle Wealth Planning Services first reported a position in XYL in Q1 2018 and has held it in 7 quarters since. The position peaked at $214K in Q2 2024. 1,107 funds tracked by Wall St. Rank hold XYL as of Q1 2026.

Pinnacle Wealth Planning Services held 665 shares of Xylem worth $79.4K as of Q1 2026.
Pinnacle Wealth Planning Services bought 5 Xylem shares in Q1 2026, an estimated $656.
Xylem made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #931 holding.
Pinnacle Wealth Planning Services first reported a position in Xylem in Q1 2018 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Xylem position peaked at $214K in Q2 2024.
1,107 funds tracked by Wall St. Rank held Xylem as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.