Balboa Wealth Partners
ZWS icon

Balboa Wealth Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Balboa Wealth Partners’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 		$244K Hold
5,244
– – 0.03% 402
2026
Q2 		$265K Hold
5,244
– – 0.04% 371
2026
Q1 		$235K Buy
+5,244
New +$251K 0.04% 369

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Balboa Wealth Partners's ZWS Position: Q3 2026 in Review

Balboa Wealth Partners held its Zurn Elkay Water Solutions (ZWS) position steady in Q3 2026 at 5,244 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #402.

Balboa Wealth Partners first reported a position in ZWS in Q1 2026 and has held it in 3 quarters since. The position peaked at $265K in Q2 2026. 276 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Balboa Wealth Partners held 5,244 shares of Zurn Elkay Water Solutions worth $244K as of Q3 2026.
  • Balboa Wealth Partners left its Zurn Elkay Water Solutions share count unchanged in Q3 2026.
  • Zurn Elkay Water Solutions made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #402 holding.
  • Balboa Wealth Partners first reported a position in Zurn Elkay Water Solutions in Q1 2026 and has held it in 3 quarters since.
  • Balboa Wealth Partners's Zurn Elkay Water Solutions position peaked at $265K in Q2 2026.
  • 276 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.