Robertson Stephens Wealth Management, LLC
Position in XYL — Xylem Inc.
CIK 1767307
San Francisco, CA
Position in XYL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$389,265
+$10,450 QoQ
Shares Held
3,293
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#277
of 511 holders
Holding Since
Sep 2025
4 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, 2026Robertson Stephens Wealth Management, LLC holds $8,885,623 across 11 Specialty Industrial Machinery names. XYL ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
6,607 | $2,815,374 | |
| 2 | GEV |
GE Vernova Inc.
|
1,161 | $1,364,012 | |
| 3 | PH |
Parker-Hannifin Corp
|
1,034 | $1,011,376 | |
| 4 | EMR |
Emerson Electric Co
|
6,403 | $916,589 | |
| 5 | ROK |
Rockwell Automation, Inc
|
1,124 | $556,469 | |
| 6 | CMI |
Cummins Inc
|
689 | $491,401 | |
| 7 | XYL |
Xylem Inc.
This page
|
3,293 | $389,265 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,418 | $383,526 |
All Filings in XYL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,265 | 3,293 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $378,815 | 3,170 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $403,365 | 2,962 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $402,675 | 2,730 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||