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Advisornet Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Advisornet Financial’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 		$53.5K Sell
1,194
-81
-6% -$3.87K ﹤0.01% 1035
2025
Q4 		$59.3K Hold
1,275
– – ﹤0.01% 1004
2025
Q3 		$60K Hold
1,275
– – ﹤0.01% 968
2025
Q2 		$46.6K Sell
1,275
-78
-6% -$2.69K ﹤0.01% 1019
2025
Q1 		$44.6K Buy
1,353
+93
+7% +$3.35K ﹤0.01% 972
2024
Q4 		$47K Sell
1,260
-77
-6% -$2.94K ﹤0.01% 903
2024
Q3 		$48.1K Sell
1,337
-80
-6% -$2.53K ﹤0.01% 919
2024
Q2 		$41.7K Sell
1,417
-99
-7% -$3.12K ﹤0.01% 873
2024
Q1 		$50.7K Buy
1,516
+436
+40% +$13.4K ﹤0.01% 809
2023
Q4 		$31.8K Hold
1,080
– – ﹤0.01% 952
2023
Q3 		$30.3K Hold
1,080
– – ﹤0.01% 921
2023
Q2 		$29K Sell
1,080
-29
-3% -$660 ﹤0.01% 966
2023
Q1 		$23.7K Buy
1,109
+16
+1% +$352 ﹤0.01% 1020
2022
Q4 		$23.1K Buy
1,093
+13
+1% +$307 ﹤0.01% 1011
2022
Q3 		$26K Hold
1,080
– – ﹤0.01% 1031
2022
Q2 		$29K Hold
1,080
– – ﹤0.01% 1021
2022
Q1 		$38K Hold
1,080
– – ﹤0.01% 1053
2021
Q4 		$39K Sell
1,080
-1,162
-52% -$41.8K ﹤0.01% 1095
2021
Q3 		$69K Hold
2,242
– – ﹤0.01% 910
2021
Q2 		$54K Hold
2,242
– – ﹤0.01% 966
2021
Q1 		$51K Hold
2,242
– – ﹤0.01% 934
2020
Q4 		$43K Hold
2,242
– – ﹤0.01% 909
2020
Q3 		$32K Hold
2,242
– – ﹤0.01% 967
2020
Q2 		$31K Hold
2,242
– – ﹤0.01% 989
2020
Q1 		$24K Hold
2,242
– – ﹤0.01% 1024
2019
Q4 		$35K Hold
2,242
– – ﹤0.01% 1012
2019
Q3 		$29K Hold
2,242
– – ﹤0.01% 1091
2019
Q2 		$33K Hold
2,242
– – ﹤0.01% 936
2019
Q1 		$27K Hold
2,242
– – ﹤0.01% 923
2018
Q4 		$25K Buy
+2,242
New +$29.1K ﹤0.01% 884

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

Advisornet Financial's ZWS Position: Q1 2026 in Review

Advisornet Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 6.4% in Q1 2026, selling an estimated $3.87K and leaving 1,194 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Advisornet Financial first reported a position in ZWS in Q4 2018 and has held it in 30 quarters since. The position peaked at $69K in Q3 2021. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Advisornet Financial held 1,194 shares of Zurn Elkay Water Solutions worth $53.5K as of Q1 2026.
  • Advisornet Financial sold 81 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $3.87K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1035 holding.
  • Advisornet Financial first reported a position in Zurn Elkay Water Solutions in Q4 2018 and has held it in 30 quarters since.
  • Advisornet Financial's Zurn Elkay Water Solutions position peaked at $69K in Q3 2021.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.