Action Point Financial Planning’s Zurn Elkay Water Solutions ZWS Stock Holding History

Action Point Financial Planning’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	$5.31K	Buy	+108	New	+$5.28K	﹤0.01%	1791

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Action Point Financial Planning's ZWS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 108 shares worth $5.31K. The stake represents ﹤0.01% of the portfolio and ranks #1791 among its holdings.

433 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Action Point Financial Planning held 108 shares of Zurn Elkay Water Solutions worth $5.31K as of Q2 2026.
Zurn Elkay Water Solutions was a new Action Point Financial Planning position in Q2 2026.
Zurn Elkay Water Solutions made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1791 holding.
433 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.