Avantax Advisory Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$478K Buy
13,068
+402
+3% +$13.8K ﹤0.01% 1612
2025
Q1
$418K Buy
12,666
+113
+0.9% +$4.07K ﹤0.01% 1623
2024
Q4
$468K Sell
12,553
-596
-5% -$22.7K ﹤0.01% 1489
2024
Q3
$473K Sell
13,149
-178
-1% -$5.63K ﹤0.01% 1445
2024
Q2
$392K Buy
+13,327
New +$420K ﹤0.01% 1528

Other funds holding ZWS

Avantax Advisory Services's ZWS Position: Q2 2025 in Review

Avantax Advisory Services increased its Zurn Elkay Water Solutions (ZWS) stake by 3.2% in Q2 2025, buying an estimated $13.8K and bringing the position to 13,068 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Avantax Advisory Services first reported a position in ZWS in Q2 2024 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold ZWS as of Q2 2025.

  • Avantax Advisory Services held 13,068 shares of Zurn Elkay Water Solutions worth $478K as of Q2 2025.
  • Avantax Advisory Services bought 402 Zurn Elkay Water Solutions shares in Q2 2025, an estimated $13.8K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1612 holding.
  • Avantax Advisory Services first reported a position in Zurn Elkay Water Solutions in Q2 2024 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.