Creative Planning
ZWS icon

Creative Planning’s Zurn Elkay Water Solutions ZWS Stock Holding History

Creative Planning’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 		$6.94M Buy
137,287
+32,631
+31% +$1.6M ﹤0.01% 1154
2026
Q1 		$4.69M Buy
104,656
+8,727
+9% +$417K ﹤0.01% 1252
2025
Q4 		$4.46M Buy
95,929
+14,018
+17% +$658K ﹤0.01% 1084
2025
Q3 		$3.85M Buy
81,911
+24,140
+42% +$1.04M ﹤0.01% 1036
2025
Q2 		$2.11M Buy
57,771
+15,729
+37% +$541K ﹤0.01% 1267
2025
Q1 		$1.39M Buy
42,042
+854
+2% +$30.8K ﹤0.01% 1459
2024
Q4 		$1.54M Buy
41,188
+11,635
+39% +$444K ﹤0.01% 1309
2024
Q3 		$1.06M Buy
29,553
+14,452
+96% +$457K ﹤0.01% 1470
2024
Q2 		$444K Buy
15,101
+2,281
+18% +$71.8K ﹤0.01% 2031
2024
Q1 		$429K Buy
12,820
+4,273
+50% +$132K ﹤0.01% 1963
2023
Q4 		$251K Buy
+8,547
New +$242K ﹤0.01% 2226
2017
Q3 		– Sell
-955
Closed -$11K – 3774
2017
Q2 		$11K Sell
955
-46
-5% -$516 ﹤0.01% 3588
2017
Q1 		$11K Buy
1,001
+378
+61% +$4.07K ﹤0.01% 3551
2016
Q4 		$6K Hold
623
– – ﹤0.01% 3880
2016
Q3 		$6K Buy
623
+104
+20% +$1.05K ﹤0.01% 3832
2016
Q2 		$5K Hold
519
– – ﹤0.01% 3670
2016
Q1 		$5K Buy
+519
New +$4.4K ﹤0.01% 3615

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Creative Planning's ZWS Position: Q2 2026 in Review

Creative Planning increased its Zurn Elkay Water Solutions (ZWS) stake by 31% in Q2 2026, buying an estimated $1.6M and bringing the position to 137,287 shares worth $6.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Creative Planning first reported a position in ZWS in Q1 2016 and has held it in 17 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Creative Planning held 137,287 shares of Zurn Elkay Water Solutions worth $6.94M as of Q2 2026.
  • Creative Planning bought 32,631 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $1.6M.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1154 holding.
  • Creative Planning first reported a position in Zurn Elkay Water Solutions in Q1 2016 and has held it in 17 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.