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GLOBALT Investments’s Zurn Elkay Water Solutions ZWS Stock Holding History

GLOBALT Investments’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 		$697K Buy
15,538
+391
+3% +$18.7K 0.02% 163
2025
Q4 		$704K Sell
15,147
-1,371
-8% -$64.3K 0.03% 152
2025
Q3 		$777K Buy
+16,518
New +$713K 0.03% 153

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GLOBALT Investments's ZWS Position: Q1 2026 in Review

GLOBALT Investments increased its Zurn Elkay Water Solutions (ZWS) stake by 2.6% in Q1 2026, buying an estimated $18.7K and bringing the position to 15,538 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #163.

GLOBALT Investments first reported a position in ZWS in Q3 2025 and has held it in 3 quarters since. The position peaked at $777K in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • GLOBALT Investments held 15,538 shares of Zurn Elkay Water Solutions worth $697K as of Q1 2026.
  • GLOBALT Investments bought 391 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $18.7K.
  • Zurn Elkay Water Solutions made up 0.02% of GLOBALT Investments's portfolio in Q1 2026, its #163 holding.
  • GLOBALT Investments first reported a position in Zurn Elkay Water Solutions in Q3 2025 and has held it in 3 quarters since.
  • GLOBALT Investments's Zurn Elkay Water Solutions position peaked at $777K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.