Bank Julius Baer & Co
ZWS icon

Bank Julius Baer & Co’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bank Julius Baer & Co’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
Q1 		$247K Hold
5,500
– – ﹤0.01% 484
2025
Q4 		$256K Hold
5,500
– – ﹤0.01% 469
2025
Q3 		$259K Hold
5,500
– – ﹤0.01% 468
2025
Q2 		$201K Hold
5,500
– – ﹤0.01% 444
2025
Q1 		$181K Buy
5,500
+516
+10% +$18.6K ﹤0.01% 431
2024
Q4 		$205K Buy
4,984
+344
+7% +$13.1K ﹤0.01% 427
2024
Q3 		$198K Buy
+4,640
New +$147K ﹤0.01% 397
2024
Q2 		– Sell
-5,500
Closed -$184K – 564
2024
Q1 		$184K Hold
5,500
– – ﹤0.01% 401
2023
Q4 		$162K Sell
5,500
-68
-1% -$1.93K ﹤0.01% 413
2023
Q3 		$156K Buy
5,568
+169
+3% +$4.83K ﹤0.01% 396
2023
Q2 		$145K Sell
5,399
-101
-2% -$2.3K ﹤0.01% 433
2023
Q1 		$117K Hold
5,500
– – ﹤0.01% 470
2022
Q4 		$116K Buy
5,500
+87
+2% +$2.05K ﹤0.01% 465
2022
Q3 		$133K Sell
5,413
-87
-2% -$2.48K ﹤0.01% 436
2022
Q2 		$150K Buy
+5,500
New +$167K ﹤0.01% 445
2021
Q4 		– Sell
-11,418
Closed -$354K – 907
2021
Q3 		$354K Buy
11,418
+8
+0.1% +$224 ﹤0.01% 479
2021
Q2 		$275K Sell
11,410
-8
-0.1% -$192 ﹤0.01% 534
2021
Q1 		$259K Buy
11,418
+10
+0.1% +$215 ﹤0.01% 520
2020
Q4 		$217K Sell
11,408
-10
-0.1% -$172 ﹤0.01% 570
2020
Q3 		$164K Buy
11,418
+10,276
+900% +$147K ﹤0.01% 534
2020
Q2 		$160K Sell
1,142
-10,421
-90% -$137K ﹤0.01% 494
2020
Q1 		$125K Buy
+11,563
New +$169K ﹤0.01% 467

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank Julius Baer & Co's ZWS Position: Q1 2026 in Review

Bank Julius Baer & Co held its Zurn Elkay Water Solutions (ZWS) position steady in Q1 2026 at 5,500 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Bank Julius Baer & Co first reported a position in ZWS in Q1 2020 and has held it in 22 quarters since. The position peaked at $354K in Q3 2021. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Bank Julius Baer & Co held 5,500 shares of Zurn Elkay Water Solutions worth $247K as of Q1 2026.
  • Bank Julius Baer & Co left its Zurn Elkay Water Solutions share count unchanged in Q1 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #484 holding.
  • Bank Julius Baer & Co first reported a position in Zurn Elkay Water Solutions in Q1 2020 and has held it in 22 quarters since.
  • Bank Julius Baer & Co's Zurn Elkay Water Solutions position peaked at $354K in Q3 2021.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.