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Axxcess Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Axxcess Wealth Management’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 		$294K Buy
+5,813
New +$284K ﹤0.01% 861
2026
Q1 		– Sell
-8,053
Closed -$374K – 1029
2025
Q4 		$374K Sell
8,053
-1,098
-12% -$51.5K 0.01% 781
2025
Q3 		$430K Sell
9,151
-260
-3% -$11.2K 0.01% 661
2025
Q2 		$344K Sell
9,411
-50
-0.5% -$1.72K 0.01% 686
2025
Q1 		$312K Buy
9,461
+358
+4% +$12.9K 0.01% 673
2024
Q4 		$340K Sell
9,103
-70
-0.8% -$2.67K 0.01% 643
2024
Q3 		$330K Sell
9,173
-235
-2% -$7.43K 0.01% 663
2024
Q2 		$277K Buy
9,408
+1
+0% +$31 0.01% 678
2024
Q1 		$315K Sell
9,407
-47
-0.5% -$1.45K 0.01% 651
2023
Q4 		$278K Buy
+9,454
New +$268K 0.01% 667

Other funds holding ZWS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Axxcess Wealth Management's ZWS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 5,813 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ZWS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ZWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $430K in Q3 2025. 166 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Axxcess Wealth Management held 5,813 shares of Zurn Elkay Water Solutions worth $294K as of Q2 2026.
  • Zurn Elkay Water Solutions was a new Axxcess Wealth Management position in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #861 holding.
  • Axxcess Wealth Management first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 10 quarters since.
  • Axxcess Wealth Management's Zurn Elkay Water Solutions position peaked at $430K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.