SOMERVILLE KURT F

Position in XYL — Xylem Inc.

CIK 1215208 BOSTON, MA

Position in XYL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,079,121

-$527,770 QoQ

Shares Held

59,886

-5.9% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#260

of 1,089 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 30% Shared 70% None 0%

Industrials · as of Jun 30, 2026

SOMERVILLE KURT F holds $21,434,677 across 6 Specialty Industrial Machinery names. XYL ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	25,565	$12,656,717
2	XYL	Xylem Inc. This page	59,886	$7,079,121
3	ITW	Illinois Tool Works Inc	2,720	$735,678
4	EMR	Emerson Electric Co	2,615	$374,337
5	DCI	DONALDSON Co INC	4,125	$370,301
6	GEV	GE Vernova Inc.	186	$218,523

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,079,121	59,886	-5.9%	Shares	Sole	2026-08-11
2026-03-31	$7,606,891	63,656	-39.1%	Shares	Sole	2026-05-08
2025-12-31	$14,223,862	104,449	-1.7%	Shares	Sole	2026-02-17
2025-09-30	$15,676,004	106,278	-4.0%	Shares	Sole	2025-11-10
2025-06-30	$14,314,068	110,653	-0.4%	Shares	Sole	2025-07-23
2025-03-31	$13,277,975	111,150	-1.5%	Shares	Sole	2025-05-06
2024-12-31	$13,085,777	112,789	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$15,352,772	113,699	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$15,760,746	116,204	-1.1%	Shares	Sole	2024-08-12
2024-03-31	$15,183,629	117,484	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$13,386,293	117,054	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$10,363,854	113,851	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$12,772,231	113,410	+0.8%	Shares	Sole	2023-08-11
2023-03-31	$11,781,680	112,528	+0.4%	Shares	Sole	2023-05-11
2022-12-31	$12,388,593	112,043	+1.0%	Shares	Sole	2023-02-09
2022-09-30	$9,688,308	110,901	+0.8%	Shares	Sole	2022-11-08
2022-06-30	$8,601,127	110,017	+0.7%	Shares	Sole	2022-07-19
2022-03-31	$9,317,552	109,284	-4.9%	Shares	Sole	2022-05-17
2021-12-31	$13,778,924	114,901	-1.7%	Shares	Sole	2022-02-08
2021-09-30	$14,450,893	116,841	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$14,005,808	116,754	+1.7%	Shares	Sole	2021-08-09
2021-03-31	$12,080,341	114,854	+2.9%	Shares	Sole	2021-05-17
2020-12-31	$11,359,150	111,594	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$9,154,860	108,831	+9.2%	Shares	Sole	2020-10-28
2020-06-30	$6,473,129	99,648	+3.5%	Shares	Sole	2020-07-28
2020-03-31	$6,269,279	96,258	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.