Position in XYL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$491,871
-$5,368 QoQ
Shares Held
4,161
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#648
of 1,083 holders
Holding Since
Dec 2022
15 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, 2026Forza Wealth Management, LLC holds $5,268,051 across 6 Specialty Industrial Machinery names. XYL ranks #4 (9.3% of the industry book) .
All Filings in XYL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,871 | 4,161 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $497,239 | 4,161 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $583,667 | 4,286 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $676,435 | 4,586 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $593,244 | 4,586 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $547,843 | 4,586 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $532,067 | 4,586 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $619,247 | 4,586 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $635,562 | 4,686 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $605,618 | 4,686 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $535,890 | 4,686 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $442,951 | 4,866 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $548,008 | 4,866 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $509,470 | 4,866 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $567,334 | 5,131 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||