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High Note Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

High Note Wealth’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 		$4.26K Hold
95
– – ﹤0.01% 601
2025
Q4 		$4.42K Sell
95
-10
-10% -$469 ﹤0.01% 563
2025
Q3 		$4.94K Buy
105
+55
+110% +$2.37K ﹤0.01% 472
2025
Q2 		$1.83K Buy
+50
New +$1.72K ﹤0.01% 685

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

High Note Wealth's ZWS Position: Q1 2026 in Review

High Note Wealth held its Zurn Elkay Water Solutions (ZWS) position steady in Q1 2026 at 95 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

High Note Wealth first reported a position in ZWS in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.94K in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • High Note Wealth held 95 shares of Zurn Elkay Water Solutions worth $4.26K as of Q1 2026.
  • High Note Wealth left its Zurn Elkay Water Solutions share count unchanged in Q1 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #601 holding.
  • High Note Wealth first reported a position in Zurn Elkay Water Solutions in Q2 2025 and has held it in 4 quarters since.
  • High Note Wealth's Zurn Elkay Water Solutions position peaked at $4.94K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.