BSW Wealth Partners

Position in XYL — Xylem Inc.

CIK 1512601 BOULDER, CO

Position in XYL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$407,115

-$71,721 QoQ

Shares Held

3,444

-14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#693

of 1,089 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BSW Wealth Partners holds $4,274,190 across 7 Specialty Industrial Machinery names. XYL ranks #3 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,303	$1,530,842
2	DOV	DOVER Corp	4,394	$985,486
3	XYL	Xylem Inc. This page	3,444	$407,115
4	ITW	Illinois Tool Works Inc	1,418	$383,526
5	CMI	Cummins Inc	528	$376,574
6	ETN	Eaton Corp plc	773	$329,390
7	PNR	PENTAIR plc	3,408	$261,257

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,115	3,444	-14.1%	Shares	Sole	2026-07-15
2026-03-31	$478,836	4,007	+16.6%	Shares	Sole	2026-04-14
2025-12-31	$468,050	3,437	-9.4%	Shares	Sole	2026-01-23
2025-09-30	$559,467	3,793	+38.1%	Shares	Sole	2025-10-15
2024-12-31	$318,590	2,746	+2.1%	Shares	Sole	2025-01-22
2024-09-30	$363,230	2,690	+14.8%	Shares	Sole	2024-10-29
2024-06-30	$317,916	2,344	+21.6%	Shares	Sole	2024-07-16
2024-03-31	$249,045	1,927	-38.1%	Shares	Sole	2024-04-23
2023-06-30	$350,473	3,112	-61.5%	Shares	Sole	2023-08-11
2023-03-31	$846,080	8,081	-2.8%	Shares	Sole	2023-05-15
2022-12-31	$919,610	8,317	+7.5%	Shares	Sole	2023-02-14
2022-09-30	$675,642	7,734	+21.4%	Shares	Sole	2022-11-14
2022-06-30	$498,162	6,372	+7.1%	Shares	Sole	2022-08-15
2022-03-31	$507,382	5,951	+10.5%	Shares	Sole	2022-05-16
2021-12-31	$645,889	5,386	+10.7%	Shares	Sole	2022-02-14
2021-09-30	$601,950	4,867	+35.9%	Shares	Sole	2021-11-15
2021-06-30	$429,456	3,580	+23.4%	Shares	Sole	2021-08-16
2021-03-31	$305,127	2,901	+26.7%	Shares	Sole	2021-05-17
2020-12-31	$233,099	2,290	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.