Xylem shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Xylem (XYL) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Xylem
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Quarterly reported holdings in Xylem by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $456k | 3.8k | 119.50 |
| 2025-12-31 | $473k | 3.5k | 136.18 |
| 2025-06-30 | $440k | 3.4k | 129.36 |
| 2025-03-31 | $406k | 3.4k | 119.46 |
| 2024-12-31 | $395k | 3.4k | 116.02 |
| 2024-09-30 | $465k | 3.4k | 135.04 |
| 2024-06-30 | $461k | 3.4k | 135.63 |
| 2024-03-31 | $465k | 3.6k | 129.24 |
| 2023-12-31 | $412k | 3.6k | 114.36 |
| 2023-09-30 | $328k | 3.6k | 91.03 |
| 2023-06-30 | $349k | 3.1k | 112.62 |
| 2023-03-31 | $377k | 3.6k | 104.70 |
| 2022-12-31 | $406k | 3.8k | 107.15 |
| 2022-09-30 | $424k | 3.8k | 110.85 |
| 2022-03-31 | $309k | 3.8k | 80.51 |
More positions owned by WealthPlan Investment Management
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