AGWCA
ZWS icon

Annis Gardner Whiting Capital Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-14
Closed -$628 – 1293
2026
Q1 		$628 Hold
14
– – ﹤0.01% 1198
2025
Q4 		$651 Hold
14
– – ﹤0.01% 1095
2025
Q3 		$659 Hold
14
– – ﹤0.01% 1047
2025
Q2 		$512 Buy
+14
New +$482 ﹤0.01% 1183

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

Annis Gardner Whiting Capital Advisors's ZWS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 14 shares — an estimated $628 sold.

Annis Gardner Whiting Capital Advisors first reported a position in ZWS in Q2 2025 and held it in 4 quarters. The position peaked at $659 in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 14 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $628.
  • Annis Gardner Whiting Capital Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Zurn Elkay Water Solutions position peaked at $659 in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.