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Concurrent Investment Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Concurrent Investment 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 		$789K Buy
15,614
+7,430
+91% +$363K 0.01% 1145
2026
Q1 		$367K Sell
8,184
-3,661
-31% -$175K ﹤0.01% 1376
2025
Q4 		$551K Buy
+11,845
New +$556K 0.01% 1105

Other funds holding ZWS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Concurrent Investment Advisors's ZWS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 91% in Q2 2026, buying an estimated $363K and bringing the position to 15,614 shares worth $789K. The position accounts for 0.01% of the portfolio, ranked #1145.

Concurrent Investment Advisors first reported a position in ZWS in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Concurrent Investment Advisors held 15,614 shares of Zurn Elkay Water Solutions worth $789K as of Q2 2026.
  • Concurrent Investment Advisors bought 7,430 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $363K.
  • Zurn Elkay Water Solutions made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1145 holding.
  • Concurrent Investment Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.