Position in XYL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$417,163
-$51,396 QoQ
Shares Held
3,529
-10.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#684
of 1,089 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, 2026National Wealth Management Group, LLC holds $1,507,835 across 4 Specialty Industrial Machinery names. XYL ranks #2 (27.7% of the industry book) .
All Filings in XYL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,163 | 3,529 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $468,559 | 3,921 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $241,310 | 1,772 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $576,872 | 3,911 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||