Position in XYL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,917,281
-$405,282 QoQ
Shares Held
49,517
+6.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 53%
Shared 1%
None 46%
Common Shares in XYL Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Pathstone Holdings, LLC holds $199,641,557 across 38 Specialty Industrial Machinery names. XYL ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
48,579 | $42,404,608 | |
| 2 | ETN |
Eaton Corp plc
|
74,272 | $26,564,865 | |
| 3 | PH |
Parker-Hannifin Corp
|
18,187 | $16,281,729 | |
| 4 | CMI |
Cummins Inc
|
23,600 | $12,697,271 | |
| 5 | ITW |
Illinois Tool Works Inc
|
48,421 | $12,603,501 | |
| 6 | EMR |
Emerson Electric Co
|
78,470 | $10,281,138 | |
| 7 | ROK |
Rockwell Automation, Inc
|
19,161 | $6,876,498 | |
| 8 | XYL |
Xylem Inc.
This page
|
49,517 | $5,917,281 |
All Filings in XYL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,917,281 | 49,517 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,322,563 | 46,428 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,908,015 | 46,834 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,080,436 | 47,004 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,986,258 | 50,111 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,933,261 | 51,140 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,929,063 | 51,315 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $6,076,765 | 44,804 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,894,893 | 45,612 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,708,350 | 32,427 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||