WealthPLAN Partners’s Xylem XYL Stock Holding History

WealthPLAN Partners’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
2025 Q4	–	Sell	-2,400	Closed	-$354K	–	287
2025 Q3	$354K	Buy	+2,400	New	+$333K	0.05%	205
2023 Q3	–	Sell	-133	Closed	-$15K	–	1210
2023 Q2	$15K	Buy	+133	New	+$14.1K	﹤0.01%	730
2023 Q1	–	Sell	-3,793	Closed	-$407K	–	1331
2022 Q4	$407K	Buy	+3,793	New	+$398K	0.03%	279
2022 Q1	$309K	Hold	3,838	–	–	0.02%	313
2021 Q4	$403K	Hold	3,838	–	–	0.03%	278
2021 Q3	$477K	Hold	3,838	–	–	0.03%	259
2021 Q2	$500K	Buy	3,838 +13	+0.3%	+$1.49K	0.04%	237
2021 Q1	$444K	Hold	3,825	–	–	0.03%	237
2020 Q4	$372K	Hold	3,825	–	–	0.03%	245
2020 Q3	$353K	Sell	3,825 -108	-3%	-$8.41K	0.03%	232
2020 Q2	$313K	Buy	3,933 +108	+3%	+$7.13K	0.03%	232
2020 Q1	$225K	Hold	3,825	–	–	0.03%	224
2019 Q4	$341K	Hold	3,825	–	–	0.04%	185
2019 Q3	$290K	Hold	3,825	–	–	0.04%	192
2019 Q2	$295K	Hold	3,825	–	–	0.04%	189
2019 Q1	$292K	Hold	3,825	–	–	0.05%	205
2018 Q4	$283K	Hold	3,825	–	–	0.05%	200
2018 Q3	$257K	Hold	3,825	–	–	0.05%	204
2018 Q2	$258K	Hold	3,825	–	–	0.05%	206
2018 Q1	$294K	Hold	3,825	–	–	0.06%	213
2017 Q4	$261K	Sell	3,825 -1,000	-21%	-$66.4K	0.07%	173
2017 Q3	$302K	Hold	4,825	–	–	0.08%	145
2017 Q2	$267K	Buy	+4,825	New	+$251K	0.08%	146
2016 Q3	$259K	Sell	4,958 -133	-3%	-$6.52K	0.08%	127
2016 Q2	$221K	Buy	+5,091	New	+$221K	0.03%	350
2015 Q4	$176K	Buy	+14,475	New	+$523K	0.03%	290

Other funds holding XYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's XYL Position: Q4 2025 in Review

WealthPLAN Partners sold out of Xylem (XYL) in Q4 2025, closing a stake of 2,400 shares — an estimated $354K sold.

WealthPLAN Partners first reported a position in XYL in Q4 2015 and held it in 26 quarters. The position peaked at $500K in Q2 2021. 1,133 funds tracked by Wall St. Rank hold XYL as of Q4 2025.

WealthPLAN Partners reported no remaining Xylem position as of Q4 2025 after selling out during the quarter.
WealthPLAN Partners sold 2,400 Xylem shares in Q4 2025, an estimated $354K.
WealthPLAN Partners first reported a position in Xylem in Q4 2015 and held it in 26 quarters.
WealthPLAN Partners's Xylem position peaked at $500K in Q2 2021.
1,133 funds tracked by Wall St. Rank held Xylem as of Q4 2025.

Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.