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Ballentine Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Ballentine 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 		$338K Buy
6,681
+406
+6% +$19.9K ﹤0.01% 734
2026
Q1 		$281K Sell
6,275
-791
-11% -$37.8K ﹤0.01% 775
2025
Q4 		$328K Buy
7,066
+870
+14% +$40.8K ﹤0.01% 680
2025
Q3 		$291K Buy
6,196
+118
+2% +$5.09K ﹤0.01% 725
2025
Q2 		$222K Buy
+6,078
New +$209K ﹤0.01% 837

Other funds holding ZWS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Ballentine Partners's ZWS Position: Q2 2026 in Review

Ballentine Partners increased its Zurn Elkay Water Solutions (ZWS) stake by 6.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 6,681 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Ballentine Partners first reported a position in ZWS in Q2 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Ballentine Partners held 6,681 shares of Zurn Elkay Water Solutions worth $338K as of Q2 2026.
  • Ballentine Partners bought 406 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $19.9K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #734 holding.
  • Ballentine Partners first reported a position in Zurn Elkay Water Solutions in Q2 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.