Position in XYL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$465,983
+$10,449 QoQ
Shares Held
3,942
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#659
of 1,083 holders
Holding Since
Mar 2022
16 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, 2026WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. XYL ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,531 | $6,498,150 | |
| 2 | EMR |
Emerson Electric Co
|
29,179 | $4,176,973 | |
| 3 | GGG |
Graco Inc
|
36,172 | $2,734,964 | |
| 4 | DOV |
DOVER Corp
|
9,833 | $2,205,345 | |
| 5 | AOS |
Smith A O Corp
|
9,442 | $592,202 | |
| 6 | XYL |
Xylem Inc.
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|
3,942 | $465,983 | |
| 7 | ETN |
Eaton Corp plc
|
1,054 | $449,130 | |
| 8 | ROK |
Rockwell Automation, Inc
|
530 | $262,392 |
All Filings in XYL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,983 | 3,942 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $455,534 | 3,812 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $473,089 | 3,474 | Shares | Sole | 2026-02-05 | |
| 2025-06-30 | $439,824 | 3,400 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $406,164 | 3,400 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $394,468 | 3,400 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $464,503 | 3,440 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $461,142 | 3,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $465,264 | 3,600 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $411,696 | 3,600 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $327,708 | 3,600 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $349,122 | 3,100 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $376,920 | 3,600 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $419,392 | 3,793 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $334,152 | 3,825 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $327,227 | 3,838 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||