Clearstead Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Clearstead 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	$1.72K	Buy	+34	New	+$1.66K	﹤0.01%	2530
2026 Q1	–	Sell	-137	Closed	-$6.37K	–	2875
2025 Q4	$6.37K	Buy	137 +17	+14%	+$798	﹤0.01%	1978
2025 Q3	$5.64K	Sell	120 -772	-87%	-$33.3K	﹤0.01%	2110
2025 Q2	$32.6K	Buy	892 +66	+8%	+$2.27K	﹤0.01%	1431
2025 Q1	$27.2K	Sell	826 -6,681	-89%	-$241K	﹤0.01%	1330
2024 Q4	$280K	Sell	7,507 -72	-0.9%	-$2.75K	﹤0.01%	750
2024 Q3	$272K	Sell	7,579 -338	-4%	-$10.7K	﹤0.01%	754
2024 Q2	$233K	Buy	7,917 +7,873	+17,893%	+$248K	﹤0.01%	771
2024 Q1	$1.43K	Hold	44	–	–	﹤0.01%	1360
2023 Q4	$1.29K	Buy	+44	New	+$1.25K	﹤0.01%	1365

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Clearstead Advisors's ZWS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 34 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #2530 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ZWS as recently as Q4 2025.

Clearstead Advisors first reported a position in ZWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $280K in Q4 2024. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Clearstead Advisors held 34 shares of Zurn Elkay Water Solutions worth $1.72K as of Q2 2026.
Zurn Elkay Water Solutions was a new Clearstead Advisors position in Q2 2026.
Zurn Elkay Water Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2530 holding.
Clearstead Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 10 quarters since.
Clearstead Advisors's Zurn Elkay Water Solutions position peaked at $280K in Q4 2024.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.