Cassaday & Co Wealth Management
ZWS icon

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
Q3 		– Sell
-3
Closed -$152 – 1484
2026
Q2 		$152 Hold
3
– – ﹤0.01% 1239
2026
Q1 		$135 Buy
+3
New +$143 ﹤0.01% 1304

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Cassaday & Co Wealth Management's ZWS Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2026, closing a stake of 3 shares — an estimated $152 sold.

Cassaday & Co Wealth Management first reported a position in ZWS in Q1 2026 and held it in 2 quarters. The position peaked at $152 in Q2 2026. 293 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Zurn Elkay Water Solutions position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $152.
  • Cassaday & Co Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Zurn Elkay Water Solutions position peaked at $152 in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.