Cetera Investment Advisers’s Zurn Elkay Water Solutions ZWS Stock Holding History

Cetera Investment Advisers’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	$1.29M	Buy	28,735 +1,418	+5%	+$67.8K	﹤0.01%	2680
2025 Q4	$1.27M	Sell	27,317 -5,735	-17%	-$269K	﹤0.01%	2624
2025 Q3	$1.55M	Buy	33,052 +12,505	+61%	+$540K	﹤0.01%	2390
2025 Q2	$751K	Sell	20,547 -1,156	-5%	-$39.8K	﹤0.01%	2641
2025 Q1	$716K	Buy	21,703 +1,153	+6%	+$41.5K	﹤0.01%	2542
2024 Q4	$767K	Buy	20,550 +1,704	+9%	+$65K	﹤0.01%	2354
2024 Q3	$677K	Buy	18,846 +1,095	+6%	+$34.6K	﹤0.01%	2405
2024 Q2	$522K	Buy	17,751 +507	+3%	+$16K	﹤0.01%	2562
2024 Q1	$577K	Buy	+17,244	New	+$531K	﹤0.01%	2495

Other funds holding ZWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cetera Investment Advisers's ZWS Position: Q1 2026 in Review

Cetera Investment Advisers increased its Zurn Elkay Water Solutions (ZWS) stake by 5.2% in Q1 2026, buying an estimated $67.8K and bringing the position to 28,735 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Cetera Investment Advisers first reported a position in ZWS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.55M in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

Cetera Investment Advisers held 28,735 shares of Zurn Elkay Water Solutions worth $1.29M as of Q1 2026.
Cetera Investment Advisers bought 1,418 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $67.8K.
Zurn Elkay Water Solutions made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2680 holding.
Cetera Investment Advisers first reported a position in Zurn Elkay Water Solutions in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Zurn Elkay Water Solutions position peaked at $1.55M in Q3 2025.
420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.