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Arkadios Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Arkadios Wealth 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
Q1 		$2.08M Buy
+46,301
New +$2.21M 0.03% 495
2025
Q4 		– Sell
-50,838
Closed -$2.39M – 1658
2025
Q3 		$2.39M Sell
50,838
-48,837
-49% -$2.11M 0.06% 352
2025
Q2 		$3.65M Buy
+99,675
New +$3.43M 0.11% 209

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

Arkadios Wealth Advisors's ZWS Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q1 2026: 46,301 shares worth $2.08M. The stake represents 0.03% of the portfolio and ranks #495 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in ZWS as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in ZWS in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.65M in Q2 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Arkadios Wealth Advisors held 46,301 shares of Zurn Elkay Water Solutions worth $2.08M as of Q1 2026.
  • Zurn Elkay Water Solutions was a new Arkadios Wealth Advisors position in Q1 2026.
  • Zurn Elkay Water Solutions made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #495 holding.
  • Arkadios Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's Zurn Elkay Water Solutions position peaked at $3.65M in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.