Edgestream Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Edgestream Partners’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	-26,508	Closed	-$1.19M	–	1175
2026 Q1	$1.19M	Buy	+26,508	New	+$1.27M	0.04%	600
2025 Q2	–	Sell	-106,579	Closed	-$3.51M	–	1103
2025 Q1	$3.51M	Buy	106,579 +33,900	+47%	+$1.22M	0.12%	333
2024 Q4	$2.71M	Buy	+72,679	New	+$2.77M	0.12%	327
2023 Q3	–	Sell	-18,957	Closed	-$510K	–	1008
2023 Q2	$510K	Sell	18,957 -34,337	-64%	-$782K	0.05%	525
2023 Q1	$1.14M	Sell	53,294 -234,095	-81%	-$5.15M	0.13%	272
2022 Q4	$6.08M	Buy	287,389 +100,820	+54%	+$2.38M	0.68%	20
2022 Q3	$4.57M	Buy	+186,569	New	+$5.32M	0.35%	89

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

Edgestream Partners's ZWS Position: Q2 2026 in Review

Edgestream Partners sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 26,508 shares — an estimated $1.19M sold.

Edgestream Partners first reported a position in ZWS in Q3 2022 and held it in 7 quarters. The position peaked at $6.08M in Q4 2022. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Edgestream Partners reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 26,508 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $1.19M.
Edgestream Partners first reported a position in Zurn Elkay Water Solutions in Q3 2022 and held it in 7 quarters.
Edgestream Partners's Zurn Elkay Water Solutions position peaked at $6.08M in Q4 2022.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.