Everpar Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Everpar Advisors’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	$285K	Sell	5,635 -598	-10%	-$29.2K	0.08%	224
2026 Q1	$279K	Sell	6,233 -1,345	-18%	-$64.3K	0.1%	221
2025 Q4	$352K	Sell	7,578 -4,114	-35%	-$193K	0.13%	169
2025 Q3	$550K	Sell	11,692 -429	-4%	-$18.5K	0.22%	107
2025 Q2	$443K	Sell	12,121 -415	-3%	-$14.3K	0.2%	137
2025 Q1	$413K	Sell	12,536 -1,951	-13%	-$70.3K	0.22%	128
2024 Q4	$540K	Buy	14,487 +7	+0%	+$267	0.27%	91
2024 Q3	$520K	Sell	14,480 -251	-2%	-$7.94K	0.27%	109
2024 Q2	$433K	Buy	14,731 +631	+4%	+$19.9K	0.22%	146
2024 Q1	$472K	Sell	14,100 -6,270	-31%	-$193K	0.29%	114
2023 Q4	$599K	Buy	+20,370	New	+$577K	0.28%	128

Other funds holding ZWS

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

Everpar Advisors's ZWS Position: Q2 2026 in Review

Everpar Advisors reduced its Zurn Elkay Water Solutions (ZWS) stake by 9.6% in Q2 2026, selling an estimated $29.2K and leaving 5,635 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #224.

Everpar Advisors first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $599K in Q4 2023. 55 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Everpar Advisors held 5,635 shares of Zurn Elkay Water Solutions worth $285K as of Q2 2026.
Everpar Advisors sold 598 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $29.2K.
Zurn Elkay Water Solutions made up 0.08% of Everpar Advisors's portfolio in Q2 2026, its #224 holding.
Everpar Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Zurn Elkay Water Solutions position peaked at $599K in Q4 2023.
55 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.