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Beacon Investment Advisory Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-221
Closed -$9.91K – 852
2026
Q1 		$9.91K Buy
+221
New +$10.6K ﹤0.01% 642

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Kayne Anderson Rudnick Investment Management
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Vanguard Capital Management
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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
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Beacon Investment Advisory Services's ZWS Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 221 shares — an estimated $9.91K sold.

Beacon Investment Advisory Services first reported a position in ZWS in Q1 2026 and held it in 1 quarter. The position peaked at $9.91K in Q1 2026. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 221 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $9.91K.
  • Beacon Investment Advisory Services first reported a position in Zurn Elkay Water Solutions in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Zurn Elkay Water Solutions position peaked at $9.91K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.