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Addison Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Addison Advisors’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 		$961 Sell
19
-16
-46% -$782 ﹤0.01% 624
2026
Q1 		$1.57K Buy
+35
New +$1.67K ﹤0.01% 852

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

Addison Advisors's ZWS Position: Q2 2026 in Review

Addison Advisors reduced its Zurn Elkay Water Solutions (ZWS) stake by 46% in Q2 2026, selling an estimated $782 and leaving 19 shares worth $961. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Addison Advisors first reported a position in ZWS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.57K in Q1 2026. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Addison Advisors held 19 shares of Zurn Elkay Water Solutions worth $961 as of Q2 2026.
  • Addison Advisors sold 16 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $782.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #624 holding.
  • Addison Advisors first reported a position in Zurn Elkay Water Solutions in Q1 2026 and has held it in 2 quarters since.
  • Addison Advisors's Zurn Elkay Water Solutions position peaked at $1.57K in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.