XYL β€” Xylem Inc

Ownership history in WealthPLAN Partners, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.08% (2017 Q3)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2015 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
26

Position Intelligence

WealthPLAN Partners, LLC Γ— XYL AI Analytics

πŸ“ˆ WealthPLAN Partners, LLC outperformed the S&P 500 by +4.4% annually on this XYL position. Timing score: 30% (3/10 decisions correct). Average cost basis: $47.81. Maximum drawdown during holding period: –30.7%.

πŸ“ˆ Position Alpha vs SPY
+4.4%
annualised excess return

βœ… Outperformed SPY on this position by 4.4% ann.
25 quarters analyzed

⏱️ Timing Score
30%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct

πŸ’° Entry Quality
$47.81
+206.6% vs current ($146.59)

Best entry: $32.18 (2015 Q4)  Β·  Worst: $146.59 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–30.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
36%
buy-side decisions

4 adds Β· 7 trims. Bought during 0 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    XYL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
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 β€” 0% 0.02% $309K $81.20
2021 Q4 UNCHANGED 3,838 β€” 0% 0.03% $403K $113.83
2021 Q3 UNCHANGED 3,838 β€” 0% 0.03% $477K $117.15
2021 Q2 ADDED 3,838 +13 +0.3% 0.04% $500K $113.39
2021 Q1 UNCHANGED 3,825 β€” 0% 0.03% $444K $99.18
2020 Q4 UNCHANGED 3,825 β€” 0% 0.03% $372K $95.71
2020 Q3 REDUCED 3,825 -108 -2.7% 0.03% $353K $78.87
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding XYL

As of 2025 Q4 β€” 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