Harbor Investment Advisory’s Zurn Elkay Water Solutions ZWS Stock Holding History

Harbor Investment Advisory’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	$4.79K	Buy	+103	New	+$4.98K	﹤0.01%	1204
2023 Q3	–	Sell	-1,657	Closed	-$44.6K	–	1361
2023 Q2	$44.6K	Hold	1,657	–	–	0.01%	741
2023 Q1	$35.4K	Hold	1,657	–	–	0.01%	793
2022 Q4	$35K	Hold	1,657	–	–	0.01%	775
2022 Q3	$41K	Hold	1,657	–	–	0.01%	745
2022 Q2	$45K	Hold	1,657	–	–	0.01%	732
2022 Q1	$59K	Hold	1,657	–	–	0.01%	702
2021 Q4	$60K	Sell	1,657 -1,783	-52%	-$64.2K	0.01%	689
2021 Q3	$107K	Hold	3,440	–	–	0.01%	509
2021 Q2	$83K	Sell	3,440 -658	-16%	-$15.8K	0.01%	559
2021 Q1	$93K	Hold	4,098	–	–	0.01%	505
2020 Q4	$78K	Buy	4,098 +1,248	+44%	+$21.4K	0.01%	506
2020 Q3	$41K	Buy	2,850 +1,673	+142%	+$23.9K	0.01%	558
2020 Q2	$17K	Buy	1,177 +288	+32%	+$3.78K	﹤0.01%	681
2020 Q1	$10K	Buy	+889	New	+$13K	﹤0.01%	748

Other funds holding ZWS

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

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

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

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

Harbor Investment Advisory's ZWS Position: Q3 2026 in Review

Harbor Investment Advisory opened a new position in Zurn Elkay Water Solutions (ZWS) in Q3 2026: 103 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in ZWS as recently as Q2 2023.

Harbor Investment Advisory first reported a position in ZWS in Q1 2020 and has held it in 15 quarters since. The position peaked at $107K in Q3 2021. 15 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

Harbor Investment Advisory held 103 shares of Zurn Elkay Water Solutions worth $4.79K as of Q3 2026.
Zurn Elkay Water Solutions was a new Harbor Investment Advisory position in Q3 2026.
Zurn Elkay Water Solutions made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1204 holding.
Harbor Investment Advisory first reported a position in Zurn Elkay Water Solutions in Q1 2020 and has held it in 15 quarters since.
Harbor Investment Advisory's Zurn Elkay Water Solutions position peaked at $107K in Q3 2021.
15 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.