Position in XYL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,613,330
-$38,518 QoQ
Shares Held
13,648
-1.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#459
of 1,083 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $5,825,785 across 4 Specialty Industrial Machinery names. XYL ranks #3 (27.7% of the industry book) .
All Filings in XYL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,613,330 | 13,648 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,651,848 | 13,823 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,848,915 | 13,577 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,012,785 | 13,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,703,671 | 13,170 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,566,359 | 13,112 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,462,780 | 12,608 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $655,570 | 4,855 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||