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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Jupiter Topco New York $245B AUM

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. 436 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.
  • 436 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.