Position in XYL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$515,159
-$3,829 QoQ
Shares Held
4,358
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#636
of 1,083 holders
Holding Since
Mar 2025
6 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, 2026SAX WEALTH ADVISORS, LLC holds $6,502,645 across 7 Specialty Industrial Machinery names. XYL ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
1,970 | $1,926,896 | |
| 2 | GEV |
GE Vernova Inc.
|
1,251 | $1,469,749 | |
| 3 | ETN |
Eaton Corp plc
|
2,520 | $1,073,822 | |
| 4 | EMR |
Emerson Electric Co
|
4,529 | $648,326 | |
| 5 | ITW |
Illinois Tool Works Inc
|
2,130 | $576,101 | |
| 6 | XYL |
Xylem Inc.
This page
|
4,358 | $515,159 | |
| 7 | ROK |
Rockwell Automation, Inc
|
591 | $292,592 |
All Filings in XYL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,159 | 4,358 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $518,988 | 4,343 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $591,429 | 4,343 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $661,537 | 4,485 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $617,694 | 4,775 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $574,722 | 4,811 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||