Position in XYL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,732,054
-$354,367 QoQ
Shares Held
73,869
-2.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#230
of 1,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $173,045,195 across 25 Specialty Industrial Machinery names. XYL ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
32,593 | $38,292,211 | |
| 2 | ETN |
Eaton Corp plc
|
78,941 | $33,638,338 | |
| 3 | PH |
Parker-Hannifin Corp
|
29,094 | $28,457,423 | |
| 4 | ITW |
Illinois Tool Works Inc
|
84,715 | $22,912,866 | |
| 5 | EMR |
Emerson Electric Co
|
142,732 | $20,432,085 | |
| 6 | XYL |
Xylem Inc.
This page
|
73,869 | $8,732,054 | |
| 7 | DOV |
DOVER Corp
|
22,986 | $5,155,300 | |
| 8 | CMI |
Cummins Inc
|
5,379 | $3,836,356 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,732,054 | 73,869 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $9,086,421 | 76,037 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,917,717 | 72,828 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,291,567 | 76,553 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,923,464 | 76,712 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,129,133 | 76,420 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,958,948 | 77,219 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,416,079 | 77,139 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,359,961 | 76,384 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,202,453 | 94,417 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,799,357 | 94,433 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,859,565 | 75,355 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,932,905 | 79,319 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,986,840 | 66,732 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $7,755,600 | 70,142 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $6,149,095 | 70,388 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,094,131 | 103,532 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $6,531,427 | 76,606 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,398,130 | 78,370 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,853,709 | 79,671 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $9,607,236 | 80,087 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,344,034 | 79,331 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,063,905 | 79,221 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $6,556,481 | 77,942 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,179,910 | 79,740 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,231,306 | 80,321 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||