Envestnet Portfolio Solutions’s Zurn Elkay Water Solutions ZWS Stock Holding History

Envestnet Portfolio Solutions’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	$222K	Sell	4,384 -633	-13%	-$31K	﹤0.01%	1328
2026 Q1	$225K	Sell	5,017 -2,579	-34%	-$123K	﹤0.01%	1230
2025 Q4	$353K	Sell	7,596 -2,923	-28%	-$137K	﹤0.01%	1202
2025 Q3	$495K	Sell	10,519 -2,487	-19%	-$107K	﹤0.01%	1037
2025 Q2	$476K	Sell	13,006 -2,200	-14%	-$75.7K	﹤0.01%	1109
2025 Q1	$502K	Sell	15,206 -6,266	-29%	-$226K	﹤0.01%	1048
2024 Q4	$801K	Sell	21,472 -1,081	-5%	-$41.2K	﹤0.01%	1029
2024 Q3	$811K	Buy	22,553 +13	+0.1%	+$411	﹤0.01%	979
2024 Q2	$663K	Buy	22,540 +1,754	+8%	+$55.2K	﹤0.01%	1012
2024 Q1	$696K	Buy	20,786 +2,375	+13%	+$73.1K	﹤0.01%	983
2023 Q4	$541K	Buy	+18,411	New	+$521K	﹤0.01%	1011

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's ZWS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Zurn Elkay Water Solutions (ZWS) stake by 13% in Q2 2026, selling an estimated $31K and leaving 4,384 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Envestnet Portfolio Solutions first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $811K in Q3 2024. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Envestnet Portfolio Solutions held 4,384 shares of Zurn Elkay Water Solutions worth $222K as of Q2 2026.
Envestnet Portfolio Solutions sold 633 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $31K.
Zurn Elkay Water Solutions made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1328 holding.
Envestnet Portfolio Solutions first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Zurn Elkay Water Solutions position peaked at $811K in Q3 2024.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.