Atria Investments’s Zurn Elkay Water Solutions ZWS Stock Holding History

Atria Investments’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	$2.41M	Sell	47,760 -14,453	-23%	-$707K	0.02%	671
2026 Q1	$2.79M	Sell	62,213 -7,519	-11%	-$359K	0.03%	554
2025 Q4	$3.24M	Sell	69,732 -10,810	-13%	-$507K	0.04%	536
2025 Q3	$3.79M	Sell	80,542 -3,506	-4%	-$151K	0.04%	480
2025 Q2	$3.07M	Buy	84,048 +806	+1%	+$27.7K	0.04%	553
2025 Q1	$2.75M	Buy	83,242 +4,308	+5%	+$155K	0.04%	578
2024 Q4	$2.94M	Sell	78,934 -2,936	-4%	-$112K	0.04%	534
2024 Q3	$2.94M	Sell	81,870 -467	-0.6%	-$14.8K	0.04%	538
2024 Q2	$2.42M	Buy	82,337 +20,906	+34%	+$658K	0.03%	579
2024 Q1	$2.06M	Sell	61,431 -3,059	-5%	-$94.2K	0.03%	641
2023 Q4	$1.9M	Buy	+64,490	New	+$1.83M	0.03%	618

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Atria Investments's ZWS Position: Q2 2026 in Review

Atria Investments reduced its Zurn Elkay Water Solutions (ZWS) stake by 23% in Q2 2026, selling an estimated $707K and leaving 47,760 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #671.

Atria Investments first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Atria Investments held 47,760 shares of Zurn Elkay Water Solutions worth $2.41M as of Q2 2026.
Atria Investments sold 14,453 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $707K.
Zurn Elkay Water Solutions made up 0.02% of Atria Investments's portfolio in Q2 2026, its #671 holding.
Atria Investments first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
Atria Investments's Zurn Elkay Water Solutions position peaked at $3.79M in Q3 2025.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.