CX Institutional’s Zurn Elkay Water Solutions ZWS Stock Holding History

CX Institutional’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	$28K	Buy	560 +2	+0.4%	+$98	﹤0.01%	1094
2026 Q1	$25K	Buy	558 +1	+0.2%	+$48	﹤0.01%	1090
2025 Q4	$26K	Buy	557 +52	+10%	+$2.44K	﹤0.01%	1078
2025 Q3	$24K	Hold	505	–	–	﹤0.01%	1068
2025 Q2	$18K	Hold	505	–	–	﹤0.01%	979
2025 Q1	$17K	Buy	+505	New	+$18.2K	﹤0.01%	964
2022 Q3	–	Sell	-53	Closed	-$1K	–	1155
2022 Q2	$1K	Buy	+53	New	+$1.61K	﹤0.01%	1167

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

CX Institutional's ZWS Position: Q2 2026 in Review

CX Institutional increased its Zurn Elkay Water Solutions (ZWS) stake by 0.36% in Q2 2026, buying an estimated $98 and bringing the position to 560 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

CX Institutional first reported a position in ZWS in Q2 2022 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

CX Institutional held 560 shares of Zurn Elkay Water Solutions worth $28K as of Q2 2026.
CX Institutional bought 2 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $98.
Zurn Elkay Water Solutions made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1094 holding.
CX Institutional first reported a position in Zurn Elkay Water Solutions in Q2 2022 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.