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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
Q2 		$265K Hold
5,244
– – 0.04% 371
2026
Q1 		$235K Buy
+5,244
New +$251K 0.04% 369

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Vanguard Capital Management
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State Street
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Bank of America
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
JT
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Balboa Wealth Partners's ZWS Position: Q2 2026 in Review

Balboa Wealth Partners held its Zurn Elkay Water Solutions (ZWS) position steady in Q2 2026 at 5,244 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #371.

Balboa Wealth Partners first reported a position in ZWS in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Balboa Wealth Partners held 5,244 shares of Zurn Elkay Water Solutions worth $265K as of Q2 2026.
  • Balboa Wealth Partners left its Zurn Elkay Water Solutions share count unchanged in Q2 2026.
  • Zurn Elkay Water Solutions made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #371 holding.
  • Balboa Wealth Partners first reported a position in Zurn Elkay Water Solutions in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.