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Planning Strategies Inc.’s Xylem XYL Stock Holding History

Planning Strategies Inc.’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 		$7.23K Buy
+61
New +$7.04K ﹤0.01% 373

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Planning Strategies Inc.'s XYL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Xylem (XYL) in Q2 2026: 61 shares worth $7.23K. The stake represents ﹤0.01% of the portfolio and ranks #373 among its holdings.

376 funds tracked by Wall St. Rank hold XYL as of Q2 2026.

  • Planning Strategies Inc. held 61 shares of Xylem worth $7.23K as of Q2 2026.
  • Xylem was a new Planning Strategies Inc. position in Q2 2026.
  • Xylem made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #373 holding.
  • 376 funds tracked by Wall St. Rank held Xylem as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.