Capstone Investment Advisors
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Capstone Investment Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Capstone Investment Advisors’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
-6,477
Closed -$290K – 1945
2026
Q1 		$290K Buy
+6,477
New +$309K ﹤0.01% 1374
2025
Q1 		– Sell
-5,922
Closed -$221K – 1950
2024
Q4 		$221K Buy
+5,922
New +$226K ﹤0.01% 1569

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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 $3.38T AUM 44.17% 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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Capstone Investment Advisors's ZWS Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 6,477 shares — an estimated $290K sold.

Capstone Investment Advisors first reported a position in ZWS in Q4 2024 and held it in 2 quarters. The position peaked at $290K in Q1 2026. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,477 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $290K.
  • Capstone Investment Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Zurn Elkay Water Solutions position peaked at $290K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.