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Forum Financial Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-5,228
Closed -$243K – 1012
2025
Q4 		$243K Hold
5,228
– – ﹤0.01% 858
2025
Q3 		$246K Buy
+5,228
New +$226K ﹤0.01% 848

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forum Financial Management's ZWS Position: Q1 2026 in Review

Forum Financial Management sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2026, closing a stake of 5,228 shares — an estimated $243K sold.

Forum Financial Management first reported a position in ZWS in Q3 2025 and held it in 2 quarters. The position peaked at $246K in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Forum Financial Management reported no remaining Zurn Elkay Water Solutions position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,228 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $243K.
  • Forum Financial Management first reported a position in Zurn Elkay Water Solutions in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Zurn Elkay Water Solutions position peaked at $246K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.