EverSource Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

EverSource Wealth 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	$236K	Sell	4,674 -910	-16%	-$44.5K	0.01%	925
2026 Q1	$250K	Buy	5,584 +1,924	+53%	+$91.9K	0.01%	931
2025 Q4	$170K	Sell	3,660 -1,211	-25%	-$56.8K	0.01%	1026
2025 Q3	$229K	Sell	4,871 -1,929	-28%	-$83.3K	0.01%	837
2025 Q2	$249K	Sell	6,800 -2,850	-30%	-$98.1K	0.01%	768
2025 Q1	$318K	Sell	9,650 -250	-3%	-$9.01K	0.02%	504
2024 Q4	$369K	Buy	9,900 +127	+1%	+$4.84K	0.02%	450
2024 Q3	$351K	Buy	9,773 +152	+2%	+$4.81K	0.02%	407
2024 Q2	$312K	Buy	9,621 +61	+0.6%	+$1.92K	0.02%	429
2024 Q1	$299K	Buy	9,560 +291	+3%	+$8.96K	0.02%	374
2023 Q4	$273K	Buy	+9,269	New	+$263K	0.03%	362

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

EverSource Wealth Advisors's ZWS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zurn Elkay Water Solutions (ZWS) stake by 16% in Q2 2026, selling an estimated $44.5K and leaving 4,674 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #925.

EverSource Wealth Advisors first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $369K in Q4 2024. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

EverSource Wealth Advisors held 4,674 shares of Zurn Elkay Water Solutions worth $236K as of Q2 2026.
EverSource Wealth Advisors sold 910 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $44.5K.
Zurn Elkay Water Solutions made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #925 holding.
EverSource Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Zurn Elkay Water Solutions position peaked at $369K in Q4 2024.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.