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Fortitude Family Office’s Zurn Elkay Water Solutions ZWS Stock Holding History

Fortitude Family Office’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
Q3 		$4.28K Buy
92
+8
+10% +$387 ﹤0.01% 1649
2026
Q2 		$4.25K Buy
84
+5
+6% +$244 ﹤0.01% 1163
2026
Q1 		$3.54K Buy
79
+48
+155% +$2.29K ﹤0.01% 1056
2025
Q4 		$1.44K Sell
31
-5
-14% -$235 ﹤0.01% 1308
2025
Q3 		$1.69K Buy
36
+5
+16% +$216 ﹤0.01% 1310
2025
Q2 		$1.13K Sell
31
-10
-24% -$344 ﹤0.01% 1450
2025
Q1 		$1.35K Sell
41
-67
-62% -$2.41K ﹤0.01% 980
2024
Q4 		$4.03K Hold
108
– – ﹤0.01% 895
2024
Q3 		$3.88K Buy
+108
New +$3.42K ﹤0.01% 857

Other funds holding ZWS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's ZWS Position: Q3 2026 in Review

Fortitude Family Office increased its Zurn Elkay Water Solutions (ZWS) stake by 9.5% in Q3 2026, buying an estimated $387 and bringing the position to 92 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Fortitude Family Office first reported a position in ZWS in Q3 2024 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Fortitude Family Office held 92 shares of Zurn Elkay Water Solutions worth $4.28K as of Q3 2026.
  • Fortitude Family Office bought 8 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $387.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1649 holding.
  • Fortitude Family Office first reported a position in Zurn Elkay Water Solutions in Q3 2024 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.