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Cassaday & Co Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Cassaday & Co Wealth Management’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 		$152 Hold
3
– – ﹤0.01% 1239
2026
Q1 		$135 Buy
+3
New +$143 ﹤0.01% 1304

Other funds holding ZWS

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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 $3.37T 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

Cassaday & Co Wealth Management's ZWS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Zurn Elkay Water Solutions (ZWS) position steady in Q2 2026 at 3 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Cassaday & Co Wealth Management first reported a position in ZWS in Q1 2026 and has held it in 2 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Zurn Elkay Water Solutions worth $152 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Zurn Elkay Water Solutions share count unchanged in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1239 holding.
  • Cassaday & Co Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2026 and has held it in 2 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.