Position in XYL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,353,740
-$25,051 QoQ
Shares Held
11,452
-0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#485
of 1,083 holders
Holding Since
Dec 2020
23 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. XYL ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
6,990 | $8,212,271 | |
| 2 | ETN |
Eaton Corp plc
|
11,059 | $4,712,461 | |
| 3 | CMI |
Cummins Inc
|
6,365 | $4,539,581 | |
| 4 | DOV |
DOVER Corp
|
9,700 | $2,175,516 | |
| 5 | EMR |
Emerson Electric Co
|
13,386 | $1,916,205 | |
| 6 | XYL |
Xylem Inc.
This page
|
11,452 | $1,353,740 | |
| 7 | ITW |
Illinois Tool Works Inc
|
4,023 | $1,088,100 | |
| 8 | IR |
Ingersoll Rand Inc.
|
12,596 | $1,032,746 |
All Filings in XYL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,353,740 | 11,452 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,378,791 | 11,538 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,573,015 | 11,551 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,725,750 | 11,700 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,584,789 | 12,251 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,474,733 | 12,345 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $654,004 | 5,637 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $951,691 | 7,048 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,026,583 | 7,569 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $985,971 | 7,629 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $956,507 | 8,364 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $732,245 | 8,044 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $880,463 | 7,818 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $957,376 | 9,144 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,004,860 | 9,088 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $787,288 | 9,012 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $700,805 | 8,964 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $601,679 | 7,057 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $640,612 | 5,342 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $714,252 | 5,775 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $722,159 | 6,020 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $634,025 | 6,028 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $474,239 | 4,659 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||