Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Zurn Elkay Water Solutions ZWS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$112K Sell
2,496
-173
-6% -$8.27K ﹤0.01% 3164
2025
Q4 		$124K Buy
2,669
+731
+38% +$34.3K ﹤0.01% 2908
2025
Q3 		$91K Buy
1,938
+139
+8% +$6K ﹤0.01% 3056
2025
Q2 		$66K Buy
1,799
+454
+34% +$15.6K ﹤0.01% 3066
2025
Q1 		$44K Sell
1,345
-144
-10% -$5.19K ﹤0.01% 3089
2024
Q4 		$56K Buy
1,489
+214
+17% +$8.16K ﹤0.01% 2723
2024
Q3 		$46K Buy
1,275
+793
+165% +$25.1K ﹤0.01% 2760
2024
Q2 		$14K Buy
482
+351
+268% +$11.1K ﹤0.01% 3363
2024
Q1 		$4K Buy
131
+14
+12% +$431 ﹤0.01% 3804
2023
Q4 		$3K Buy
117
+10
+9% +$283 ﹤0.01% 3756
2023
Q3 		$3K Hold
107
– – ﹤0.01% 3725
2023
Q2 		$3K Buy
107
+92
+613% +$2.1K ﹤0.01% 3721
2023
Q1 		$0 Buy
+15
New +$330 ﹤0.01% 4373
2022
Q4 		– Sell
-43
Closed -$1K – 4287
2022
Q3 		$1K Sell
43
-7
-14% -$199 ﹤0.01% 3802
2022
Q2 		$1K Buy
50
+36
+257% +$1.09K ﹤0.01% 3682
2022
Q1 		$0 Sell
14
-12
-46% -$399 ﹤0.01% 3912
2021
Q4 		$1K Buy
+26
New +$936 ﹤0.01% 3409
2021
Q2 		$3K Hold
104
– – ﹤0.01% 2580
2021
Q1 		$3K Hold
104
– – ﹤0.01% 2578
2020
Q4 		$3K Hold
104
– – ﹤0.01% 2578
2020
Q3 		$3K Hold
104
– – ﹤0.01% 2577
2020
Q2 		$3K Hold
104
– – ﹤0.01% 2576
2020
Q1 		$3K Hold
104
– – ﹤0.01% 2574
2019
Q4 		$3K Hold
104
– – ﹤0.01% 2573
2019
Q3 		$3K Hold
104
– – ﹤0.01% 2573
2019
Q2 		$3K Hold
104
– – ﹤0.01% 2573
2019
Q1 		$3K Buy
+104
New +$1.29K ﹤0.01% 2572

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ZWS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Zurn Elkay Water Solutions (ZWS) stake by 6.5% in Q1 2026, selling an estimated $8.27K and leaving 2,496 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Carson Wealth (CWM LLC) first reported a position in ZWS in Q1 2019 and has held it in 27 quarters since. The position peaked at $124K in Q4 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,496 shares of Zurn Elkay Water Solutions worth $112K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 173 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $8.27K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3164 holding.
  • Carson Wealth (CWM LLC) first reported a position in Zurn Elkay Water Solutions in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Zurn Elkay Water Solutions position peaked at $124K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.