Bay Harbor Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bay Harbor Wealth Management’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	$960	Buy	19 +6	+46%	+$293	﹤0.01%	881
2026 Q1	$582	Buy	13 +2	+18%	+$96	﹤0.01%	949
2025 Q4	$511	Buy	11 +5	+83%	+$235	﹤0.01%	853
2025 Q3	$282	Buy	6 +1	+20%	+$43	﹤0.01%	934
2025 Q2	$182	Buy	5 +3	+150%	+$103	﹤0.01%	953
2025 Q1	$65	Buy	+2	New	+$72	﹤0.01%	975

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Bay Harbor Wealth Management's ZWS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Zurn Elkay Water Solutions (ZWS) stake by 46% in Q2 2026, buying an estimated $293 and bringing the position to 19 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Bay Harbor Wealth Management first reported a position in ZWS in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Bay Harbor Wealth Management held 19 shares of Zurn Elkay Water Solutions worth $960 as of Q2 2026.
Bay Harbor Wealth Management bought 6 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $293.
Zurn Elkay Water Solutions made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #881 holding.
Bay Harbor Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 6 quarters since.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.