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

Allworth 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
Q2 		$11K Sell
218
-52
-19% -$2.54K ﹤0.01% 3653
2026
Q1 		$12.1K Sell
270
-536
-67% -$25.6K ﹤0.01% 3375
2025
Q4 		$37.5K Sell
806
-172
-18% -$8.07K ﹤0.01% 2393
2025
Q3 		$46K Buy
978
+817
+507% +$35.3K ﹤0.01% 2152
2025
Q2 		$5.89K Buy
161
+90
+127% +$3.1K ﹤0.01% 3176
2025
Q1 		$2.4K Sell
71
-13
-15% -$468 ﹤0.01% 3132
2024
Q4 		$3.27K Buy
84
+17
+25% +$648 ﹤0.01% 2956
2024
Q3 		$2.41K Hold
67
– – ﹤0.01% 2887
2024
Q2 		$2.08K Hold
67
– – ﹤0.01% 2907
2024
Q1 		$2.24K Hold
67
– – ﹤0.01% 2764
2023
Q4 		$1.97K Hold
67
– – ﹤0.01% 2691
2023
Q3 		$1.88K Hold
67
– – ﹤0.01% 2574
2023
Q2 		$1.8K Buy
+67
New +$1.53K ﹤0.01% 2526
2023
Q1 		– Sell
-7
Closed -$148 – 3310
2022
Q4 		$148 Buy
+7
New +$165 ﹤0.01% 2861
2022
Q3 		– Sell
-456
Closed -$12K – 3162
2022
Q2 		$12K Buy
456
+444
+3,700% +$13.5K ﹤0.01% 1516
2022
Q1 		$0 Buy
+12
New +$399 ﹤0.01% 2425

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 $3.38T AUM 44.17% 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

Allworth Financial's ZWS Position: Q2 2026 in Review

Allworth Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 19% in Q2 2026, selling an estimated $2.54K and leaving 218 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

Allworth Financial first reported a position in ZWS in Q1 2022 and has held it in 16 quarters since. The position peaked at $46K in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Allworth Financial held 218 shares of Zurn Elkay Water Solutions worth $11K as of Q2 2026.
  • Allworth Financial sold 52 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $2.54K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3653 holding.
  • Allworth Financial first reported a position in Zurn Elkay Water Solutions in Q1 2022 and has held it in 16 quarters since.
  • Allworth Financial's Zurn Elkay Water Solutions position peaked at $46K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.