United Financial Planning Group’s Xylem XYL Stock Holding History

United Financial Planning 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 Q2	–	Sell	-29	Closed	-$3.47K	–	541
2026 Q1	$3.47K	Buy	+29	New	+$3.8K	﹤0.01%	377

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 $413B AUM 44.57% 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

United Financial Planning Group's XYL Position: Q2 2026 in Review

United Financial Planning Group sold out of Xylem (XYL) in Q2 2026, closing a stake of 29 shares — an estimated $3.47K sold.

United Financial Planning Group first reported a position in XYL in Q1 2026 and held it in 1 quarter. The position peaked at $3.47K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

United Financial Planning Group reported no remaining Xylem position as of Q2 2026 after selling out during the quarter.
United Financial Planning Group sold 29 Xylem shares in Q2 2026, an estimated $3.47K.
United Financial Planning Group first reported a position in Xylem in Q1 2026 and held it in 1 quarter.
United Financial Planning Group's Xylem position peaked at $3.47K in Q1 2026.
1,092 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.