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Gilpin Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Gilpin Wealth 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
Q3 		$837 Sell
18
-2
-10% -$97 ﹤0.01% 716
2026
Q2 		$1.01K Sell
20
-6
-23% -$293 ﹤0.01% 508
2026
Q1 		$1.17K Buy
26
+15
+136% +$717 ﹤0.01% 454
2025
Q4 		$512 Buy
+11
New +$516 ﹤0.01% 451

Other funds holding ZWS

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's ZWS Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Zurn Elkay Water Solutions (ZWS) stake by 10% in Q3 2026, selling an estimated $97 and leaving 18 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Gilpin Wealth Management first reported a position in ZWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.17K in Q1 2026. 9 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Gilpin Wealth Management held 18 shares of Zurn Elkay Water Solutions worth $837 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $97.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #716 holding.
  • Gilpin Wealth Management first reported a position in Zurn Elkay Water Solutions in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Zurn Elkay Water Solutions position peaked at $1.17K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.