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Global Retirement Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Global Retirement Partners’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 		$151K Buy
+2,986
New +$146K ﹤0.01% 1768
2025
Q4 		$128K Sell
2,752
-10
-0.4% -$469 ﹤0.01% 1753
2025
Q3 		$130K Hold
2,762
– – ﹤0.01% 1391
2025
Q2 		$101K Buy
+2,762
New +$95.1K ﹤0.01% 1431
2024
Q4 		$102K Sell
2,725
-569
-17% -$21.7K ﹤0.01% 1259
2024
Q3 		$118K Sell
3,294
-1
-0% -$32 ﹤0.01% 1157
2024
Q2 		$96.9K Buy
3,295
+1
+0% +$31 ﹤0.01% 1219
2024
Q1 		$110K Hold
3,294
– – ﹤0.01% 1035
2023
Q4 		$93.3K Buy
3,294
+1,517
+85% +$43K ﹤0.01% 1082
2023
Q3 		$48.4K Buy
1,777
+178
+11% +$5.09K ﹤0.01% 1289
2023
Q2 		$43K Hold
1,599
– – ﹤0.01% 1348
2023
Q1 		$34.4K Buy
1,599
+1,577
+7,168% +$34.7K ﹤0.01% 1401
2022
Q4 		$465 Buy
+22
New +$519 ﹤0.01% 2776
2022
Q3 		– Sell
-47
Closed -$1K – 3023
2022
Q2 		$1K Hold
47
– – ﹤0.01% 2609
2022
Q1 		$1K Buy
+47
New +$1.56K ﹤0.01% 2567
2018
Q2 		– Sell
-415
Closed -$6K – 1582
2018
Q1 		$6K Buy
+415
New +$5.69K ﹤0.01% 1131

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
JT
Jupiter Topco New York $245B AUM

Global Retirement Partners's ZWS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 2,986 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ZWS as recently as Q4 2025.

Global Retirement Partners first reported a position in ZWS in Q1 2018 and has held it in 16 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Global Retirement Partners held 2,986 shares of Zurn Elkay Water Solutions worth $151K as of Q2 2026.
  • Zurn Elkay Water Solutions was a new Global Retirement Partners position in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1768 holding.
  • Global Retirement Partners first reported a position in Zurn Elkay Water Solutions in Q1 2018 and has held it in 16 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.