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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

XYL holding history

Xylem Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XYL overviewAll 13F holders of XYLFull Q2 2026 holdings

Shares (Q2 2026)
93,380
Value
$11.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202693,380$11.0M<0.1%+16,053+20.8%AddedHolders
Q1 202677,327$9.24M<0.1%+25,626+49.6%AddedHolders
Q4 202551,701$7.04M<0.1%−1,455−2.7%ReducedHolders
Q3 202553,156$7.84M<0.1%+10,396+24.3%AddedHolders
Q2 202542,760$5.53M<0.1%+2,075+5.1%AddedHolders
Q1 202540,685$4.86M<0.1%+9,822+31.8%AddedHolders
Q4 202430,863$3.58M<0.1%+2,348+8.2%AddedHolders
Q3 202428,515$3.85M<0.1%+2,536+9.8%AddedHolders
Q2 202425,979$3.52M<0.1%+904+3.6%AddedHolders
Q1 202425,075$3.24M<0.1%+110+0.4%AddedHolders
Q4 202324,965$2.85M<0.1%+471+1.9%AddedHolders
Q3 202324,494$2.23M<0.1%−4,199−14.6%ReducedHolders
Q2 202328,693$3.23M<0.1%+2,381+9.0%AddedHolders
Q1 202326,312$2.75M<0.1%+1,590+6.4%AddedHolders
Q4 202224,722$2.73M<0.1%+3,351+15.7%AddedHolders
Q3 202221,371$1.87M<0.1%+803+3.9%AddedHolders
Q2 202220,568$1.61M<0.1%+340+1.7%AddedHolders
Q1 202220,228$1.72M<0.1%+4,998+32.8%AddedHolders
Q4 202115,230$1.83M<0.1%−584−3.7%ReducedHolders
Q3 202115,814$1.96M<0.1%+464+3.0%AddedHolders
Q2 202115,350$1.84M<0.1%−6,996−31.3%ReducedHolders
Q1 202122,346$2.35M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.