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
2024 Q2	–	Sell	-400	Closed	-$770	–	415
2024 Q1	$770	Buy	+400	New	+$12.3K	﹤0.01%	385

Other funds holding ZWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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.