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	–	853
2026 Q1	$9.91K	Buy	+221	New	+$10.6K	﹤0.01%	642

Other funds holding ZWS

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return