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Benjamin Edwards Inc’s Zurn Elkay Water Solutions ZWS Stock Holding History

Benjamin Edwards Inc’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 		$462K Sell
9,142
-2,350
-20% -$115K ﹤0.01% 1088
2026
Q1 		$515K Sell
11,492
-2,005
-15% -$95.8K 0.01% 990
2025
Q4 		$627K Sell
13,497
-171
-1% -$8.03K 0.01% 871
2025
Q3 		$643K Buy
13,668
+721
+6% +$31.1K 0.01% 854
2025
Q2 		$473K Sell
12,947
-891
-6% -$30.7K 0.01% 862
2025
Q1 		$456K Buy
13,838
+730
+6% +$26.3K 0.01% 816
2024
Q4 		$489K Buy
13,108
+252
+2% +$9.61K 0.01% 824
2024
Q3 		$462K Buy
12,856
+11,224
+688% +$355K 0.01% 819
2024
Q2 		$48K Buy
1,632
+153
+10% +$4.82K 0.01% 506
2024
Q1 		$50K Buy
1,479
+38
+3% +$1.17K 0.01% 482
2023
Q4 		$42K Buy
+1,441
New +$40.8K 0.01% 484

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

Benjamin Edwards Inc's ZWS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Zurn Elkay Water Solutions (ZWS) stake by 20% in Q2 2026, selling an estimated $115K and leaving 9,142 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Benjamin Edwards Inc first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $643K in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Benjamin Edwards Inc held 9,142 shares of Zurn Elkay Water Solutions worth $462K as of Q2 2026.
  • Benjamin Edwards Inc sold 2,350 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $115K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1088 holding.
  • Benjamin Edwards Inc first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
  • Benjamin Edwards Inc's Zurn Elkay Water Solutions position peaked at $643K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.