XYL — Xylem Inc

Ownership history in WealthPLAN Partners, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Xylem Inc (XYL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2017 Q3)
Avg. % of fund
0.04%
First filed
2015 Q4
Last filed
2025 Q3
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,400 +2,267 +1704.5% 0.05% $354K $146.59
2023 Q2 REDUCED 133 -3,660 -96.5% 0.00% $15K $108.99
2022 Q4 REDUCED 3,793 -45 -1.2% 0.03% $407K $106.32
2022 Q1 UNCHANGED 3,838 — 0% 0.02% $309K $81.20
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XYL price (monthly, adj. close)

Other funds also holding XYL

As of 2025 Q4 — sorted by position size

ECOFI INVESTISSEMENTS SA 5.3% Varenne Capital Partners 3Y 5.23% Terra Alpha Investments LLC 4.71% Foresight Group Ltd Liability Partnership 4.33% Impax Asset Management Group plc 3Y 7Y 4.16% XXEC, Inc. 3Y 4.03% J. Stern & Co. LLP 3.87% EDENTREE ASSET MANAGEMENT Ltd 3.63% MIROVA 3Y 7Y 2.99% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.98%
← Back to WealthPLAN Partners, LLC Holdings