Position in XYL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$594,832
+$5,936 QoQ
Shares Held
5,032
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#609
of 1,083 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $3,015,085 across 7 Specialty Industrial Machinery names. XYL ranks #2 (19.7% of the industry book) .
All Filings in XYL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,832 | 5,032 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $588,896 | 4,928 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $682,942 | 5,015 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $738,975 | 5,010 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $640,978 | 4,955 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $602,317 | 5,042 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $639,502 | 5,512 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $779,393 | 5,772 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $798,725 | 5,889 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $762,903 | 5,903 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $670,835 | 5,866 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $517,141 | 5,681 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $609,837 | 5,415 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $584,854 | 5,586 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $567,224 | 5,130 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $466,589 | 5,341 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $325,385 | 4,162 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $263,623 | 3,092 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $349,326 | 2,913 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||