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Avion Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

Avion Wealth’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
Q3 		$1K Buy
+33
New +$1.6K ﹤0.01% 1359

Other funds holding ZWS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Avion Wealth's ZWS Position: Q3 2026 in Review

Avion Wealth opened a new position in Zurn Elkay Water Solutions (ZWS) in Q3 2026: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

235 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Avion Wealth held 33 shares of Zurn Elkay Water Solutions worth $1K as of Q3 2026.
  • Zurn Elkay Water Solutions was a new Avion Wealth position in Q3 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1359 holding.
  • 235 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.