Plante Moran Financial Advisors’s Xylem XYL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$473 Buy
+4
New +$462 ﹤0.01% 1141
2022
Q1
Sell
-50
Closed -$6K 1031
2021
Q4
$6K Buy
+50
New +$6.21K ﹤0.01% 800
2014
Q3
Sell
-300
Closed -$12K 862
2014
Q2
$12K Hold
300
0.01% 486
2014
Q1
$11K Hold
300
0.01% 354
2013
Q4
$10K Hold
300
0.01% 458
2013
Q3
$8K Hold
300
﹤0.01% 427
2013
Q2
$8K Buy
+300
New +$8.28K 0.01% 387

Other funds holding XYL

Plante Moran Financial Advisors's XYL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Xylem (XYL) in Q2 2026: 4 shares worth $473. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in XYL as recently as Q4 2021.

Plante Moran Financial Advisors first reported a position in XYL in Q2 2013 and has held it in 7 quarters since. The position peaked at $12K in Q2 2014. 1,096 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of Xylem worth $473 as of Q2 2026.
  • Xylem was a new Plante Moran Financial Advisors position in Q2 2026.
  • Xylem made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1141 holding.
  • Plante Moran Financial Advisors first reported a position in Xylem in Q2 2013 and has held it in 7 quarters since.
  • Plante Moran Financial Advisors's Xylem position peaked at $12K in Q2 2014.
  • 1,096 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.