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HFM Investment Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

HFM Investment Advisors’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 		$657 Buy
13
+6
+86% +$293 ﹤0.01% 897
2026
Q1 		$314 Hold
7
– – ﹤0.01% 847
2025
Q4 		$326 Hold
7
– – ﹤0.01% 860
2025
Q3 		$329 Hold
7
– – ﹤0.01% 833
2025
Q2 		$256 Buy
7
+5
+250% +$172 ﹤0.01% 908
2025
Q1 		$66 Buy
+2
New +$72 ﹤0.01% 980

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

HFM Investment Advisors's ZWS Position: Q2 2026 in Review

HFM Investment Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 86% in Q2 2026, buying an estimated $293 and bringing the position to 13 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #897.

HFM Investment Advisors first reported a position in ZWS in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • HFM Investment Advisors held 13 shares of Zurn Elkay Water Solutions worth $657 as of Q2 2026.
  • HFM Investment Advisors bought 6 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $293.
  • Zurn Elkay Water Solutions made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #897 holding.
  • HFM Investment Advisors first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.