WIM
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WealthPlan Investment Management’s Xylem XYL Stock Holding History

WealthPlan Investment Management’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 		$466K Buy
3,942
+130
+3% +$15K 0.02% 332
2026
Q1 		$456K Buy
3,812
+338
+10% +$44.3K 0.03% 321
2025
Q4 		$473K Buy
+3,474
New +$500K 0.03% 262
2025
Q3 		– Sell
-3,400
Closed -$440K – 366
2025
Q2 		$440K Hold
3,400
– – 0.03% 249
2025
Q1 		$406K Hold
3,400
– – 0.04% 192
2024
Q4 		$394K Sell
3,400
-40
-1% -$5.06K 0.04% 193
2024
Q3 		$465K Buy
3,440
+40
+1% +$5.35K 0.05% 163
2024
Q2 		$461K Sell
3,400
-200
-6% -$27.2K 0.07% 123
2024
Q1 		$465K Hold
3,600
– – 0.07% 125
2023
Q4 		$412K Hold
3,600
– – 0.07% 130
2023
Q3 		$328K Buy
3,600
+500
+16% +$51.6K 0.06% 138
2023
Q2 		$349K Sell
3,100
-500
-14% -$52.9K 0.1% 107
2023
Q1 		$377K Sell
3,600
-193
-5% -$20.2K 0.06% 131
2022
Q4 		$406K Sell
3,793
-32
-0.8% -$3.35K 0.03% 278
2022
Q3 		$424K Buy
+3,825
New +$348K 0.03% 265
2022
Q1 		$309K Buy
+3,838
New +$368K 0.02% 313

Other funds holding XYL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WealthPlan Investment Management's XYL Position: Q2 2026 in Review

WealthPlan Investment Management increased its Xylem (XYL) stake by 3.4% in Q2 2026, buying an estimated $15K and bringing the position to 3,942 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #332.

WealthPlan Investment Management first reported a position in XYL in Q1 2022 and has held it in 16 quarters since. The position peaked at $473K in Q4 2025. 340 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • WealthPlan Investment Management held 3,942 shares of Xylem worth $466K as of Q2 2026.
  • WealthPlan Investment Management bought 130 Xylem shares in Q2 2026, an estimated $15K.
  • Xylem made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #332 holding.
  • WealthPlan Investment Management first reported a position in Xylem in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Xylem position peaked at $473K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.