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Advisor OS’s Zurn Elkay Water Solutions ZWS Stock Holding History

Advisor OS’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
Q1 		– Sell
-7,370
Closed -$343K – 640
2025
Q4 		$343K Sell
7,370
-272
-4% -$12.8K 0.03% 353
2025
Q3 		$359K Sell
7,642
-2,031
-21% -$87.7K 0.03% 336
2025
Q2 		$354K Sell
9,673
-155
-2% -$5.33K 0.03% 318
2025
Q1 		$324K Sell
9,828
-55
-0.6% -$1.98K 0.04% 312
2024
Q4 		$369K Sell
9,883
-8,710
-47% -$332K 0.04% 280
2024
Q3 		$668K Sell
18,593
-10,769
-37% -$341K 0.07% 214
2024
Q2 		$863K Buy
29,362
+1,199
+4% +$37.8K 0.09% 173
2024
Q1 		$943K Buy
28,163
+6,232
+28% +$192K 0.11% 173
2023
Q4 		$645K Buy
+21,931
New +$621K 0.08% 180

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisor OS's ZWS Position: Q1 2026 in Review

Advisor OS sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2026, closing a stake of 7,370 shares — an estimated $343K sold.

Advisor OS first reported a position in ZWS in Q4 2023 and held it in 9 quarters. The position peaked at $943K in Q1 2024. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Advisor OS reported no remaining Zurn Elkay Water Solutions position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 7,370 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $343K.
  • Advisor OS first reported a position in Zurn Elkay Water Solutions in Q4 2023 and held it in 9 quarters.
  • Advisor OS's Zurn Elkay Water Solutions position peaked at $943K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.