Position in XYL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$507,357
+$4,023 QoQ
Shares Held
4,292
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#637
of 1,083 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $20,414,590 across 15 Specialty Industrial Machinery names. XYL ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITT |
Itt Inc.
|
59,338 | $11,734,682 | |
| 2 | GEV |
GE Vernova Inc.
|
1,889 | $2,219,310 | |
| 3 | PH |
Parker-Hannifin Corp
|
985 | $963,448 | |
| 4 | ETN |
Eaton Corp plc
|
2,161 | $920,845 | |
| 5 | SXI |
Standex International Corp/De/
|
2,227 | $796,531 | |
| 6 | JBTM |
JBT MAREL Corp
|
3,738 | $542,010 | |
| 7 | XYL |
Xylem Inc.
This page
|
4,292 | $507,357 | |
| 8 | CXT |
Crane NXT, Co.
|
9,177 | $469,495 |
All Filings in XYL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,357 | 4,292 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $503,334 | 4,212 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $579,173 | 4,253 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $618,762 | 4,195 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $539,948 | 4,174 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $761,199 | 6,372 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $745,428 | 6,425 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $862,301 | 6,386 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $870,744 | 6,420 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $815,116 | 6,307 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $716,236 | 6,263 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $566,934 | 6,228 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $704,438 | 6,255 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $640,868 | 6,121 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $671,159 | 6,070 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $523,286 | 5,990 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $457,118 | 5,847 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $501,669 | 5,884 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $679,706 | 5,668 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $664,037 | 5,369 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $639,146 | 5,328 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $534,419 | 5,081 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $474,036 | 4,657 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $388,382 | 4,617 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $300,829 | 4,631 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $301,682 | 4,632 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||