AWM
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Abound Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Abound Wealth Management’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152 Sell
3
-5
-63% -$244 ﹤0.01% 1182
2026
Q1 		$359 Hold
8
– – ﹤0.01% 1100
2025
Q4 		$372 Hold
8
– – ﹤0.01% 991
2025
Q3 		$377 Hold
8
– – ﹤0.01% 961
2025
Q2 		$293 Hold
8
– – ﹤0.01% 928
2025
Q1 		$264 Sell
8
-24
-75% -$865 ﹤0.01% 902
2024
Q4 		$1.19K Buy
+32
New +$1.22K ﹤0.01% 717

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Abound Wealth Management's ZWS Position: Q2 2026 in Review

Abound Wealth Management reduced its Zurn Elkay Water Solutions (ZWS) stake by 63% in Q2 2026, selling an estimated $244 and leaving 3 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Abound Wealth Management first reported a position in ZWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19K in Q4 2024. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Abound Wealth Management held 3 shares of Zurn Elkay Water Solutions worth $152 as of Q2 2026.
  • Abound Wealth Management sold 5 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $244.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1182 holding.
  • Abound Wealth Management first reported a position in Zurn Elkay Water Solutions in Q4 2024 and has held it in 7 quarters since.
  • Abound Wealth Management's Zurn Elkay Water Solutions position peaked at $1.19K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.