Heritage Wealth Advisors

Position in XYL — Xylem Inc.

CIK 1591122 RICHMOND, VA

Position in XYL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$38,536

-$421 QoQ

Shares Held

326

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#928

of 1,089 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Wealth Advisors holds $5,036,539 across 14 Specialty Industrial Machinery names. XYL ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	1,105	$1,298,220
2	EMR	Emerson Electric Co	5,997	$858,470
3	PH	Parker-Hannifin Corp	876	$856,833
4	ETN	Eaton Corp plc	1,808	$770,424
5	ITW	Illinois Tool Works Inc	1,865	$504,426
6	DOV	DOVER Corp	1,977	$443,401
7	IR	Ingersoll Rand Inc.	2,723	$223,258
8	XYL	Xylem Inc. This page	326	$38,536

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,536	326	0.0%	Shares	Sole	2026-08-14
2026-03-31	$38,957	326	+2073.3%	Shares	Sole	2026-05-14
2024-12-31	$1,740	15	+15.4%	Shares	Sole	2025-02-12
2024-09-30	$1,755	13	-96.8%	Shares	Sole	2024-11-12
2023-06-30	$45,048	400	0.0%	Shares	Sole	2024-12-12
2023-03-31	$41,880	400	-28.1%	Shares	Sole	2023-05-04
2022-12-31	$61,476	556	0.0%	Shares	Sole	2024-12-12
2022-09-30	$48,572	556	-21.9%	Shares	Sole	2024-12-12
2022-06-30	$55,664	712	0.0%	Shares	Sole	2022-08-04
2022-03-31	$60,705	712	0.0%	Shares	Sole	2022-05-11
2021-12-31	$85,383	712	0.0%	Shares	Sole	2022-03-28
2021-09-30	$88,060	712	0.0%	Shares	Sole	2021-11-02
2021-06-30	$85,411	712	0.0%	Shares	Sole	2021-08-09
2021-03-31	$74,888	712	0.0%	Shares	Sole	2021-04-27
2020-12-31	$72,474	712	0.0%	Shares	Sole	2021-02-01
2020-09-30	$59,893	712	0.0%	Shares	Sole	2020-11-03
2020-06-30	$46,251	712	-25.2%	Shares	Sole	2020-07-17
2020-03-31	$62,003	952	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.