Curio Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

Curio Wealth’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	–	Sell	-1	Closed	-$45	–	1202
2026 Q1	$45	Buy	+1	New	+$48	﹤0.01%	1150

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

Curio Wealth's ZWS Position: Q2 2026 in Review

Curio Wealth sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 1 share — an estimated $45 sold.

Curio Wealth first reported a position in ZWS in Q1 2026 and held it in 1 quarter. The position peaked at $45 in Q1 2026. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Curio Wealth reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Zurn Elkay Water Solutions share in Q2 2026, an estimated $45.
Curio Wealth first reported a position in Zurn Elkay Water Solutions in Q1 2026 and held it in 1 quarter.
Curio Wealth's Zurn Elkay Water Solutions position peaked at $45 in Q1 2026.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.