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IFP Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

IFP 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 		$142K Hold
2,805
– – ﹤0.01% 1743
2026
Q1 		$126K Sell
2,805
-253
-8% -$12.1K ﹤0.01% 1677
2025
Q4 		$142K Hold
3,058
– – ﹤0.01% 1567
2025
Q3 		$144K Hold
3,058
– – ﹤0.01% 1457
2025
Q2 		$112K Buy
3,058
+339
+12% +$11.7K ﹤0.01% 1567
2025
Q1 		$89.7K Buy
2,719
+172
+7% +$6.2K ﹤0.01% 1586
2024
Q4 		$95K Buy
2,547
+9
+0.4% +$343 ﹤0.01% 1491
2024
Q3 		$91.2K Sell
2,538
-9
-0.4% -$285 ﹤0.01% 1447
2024
Q2 		$74.9K Buy
2,547
+47
+2% +$1.48K ﹤0.01% 1486
2024
Q1 		$83.7K Hold
2,500
– – ﹤0.01% 1363
2023
Q4 		$73.5K Sell
2,500
-64
-2% -$1.81K ﹤0.01% 1379
2023
Q3 		$71.8K Buy
2,564
+1,064
+71% +$30.4K ﹤0.01% 1417
2023
Q2 		$40.3K Buy
1,500
+500
+50% +$11.4K ﹤0.01% 1703
2023
Q1 		$65K Buy
+1,000
New +$22K ﹤0.01% 1444
2021
Q1 		– Sell
-172
Closed -$3.69K – 3253
2020
Q4 		$3K Hold
172
– – ﹤0.01% 2542
2020
Q3 		$3K Hold
172
– – ﹤0.01% 2399
2020
Q2 		$3K Hold
172
– – ﹤0.01% 2307
2020
Q1 		$2K Sell
172
-119
-41% -$1.74K ﹤0.01% 2410
2019
Q4 		$5K Buy
+291
New +$4.18K ﹤0.01% 2205
2019
Q1 		– Sell
-77
Closed -$1K – 3511
2018
Q4 		$1K Hold
77
– – ﹤0.01% 3411
2018
Q3 		$1K Hold
77
– – ﹤0.01% 3739
2018
Q2 		$1K Buy
+77
New +$1.09K ﹤0.01% 3785
2017
Q1 		– Sell
-122
Closed -$1K – 4152
2016
Q4 		$1K Hold
122
– – ﹤0.01% 3862
2016
Q3 		$1K Hold
122
– – ﹤0.01% 3790
2016
Q2 		$1K Buy
+122
New +$1.23K ﹤0.01% 3704
2016
Q1 		– Sell
-106
Closed -$1K – 3497
2015
Q4 		$1K Buy
+106
New +$958 ﹤0.01% 3587

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 $3.37T AUM 44.26% 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

IFP Advisors's ZWS Position: Q2 2026 in Review

IFP Advisors held its Zurn Elkay Water Solutions (ZWS) position steady in Q2 2026 at 2,805 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

IFP Advisors first reported a position in ZWS in Q4 2015 and has held it in 26 quarters since. The position peaked at $144K in Q3 2025. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • IFP Advisors held 2,805 shares of Zurn Elkay Water Solutions worth $142K as of Q2 2026.
  • IFP Advisors left its Zurn Elkay Water Solutions share count unchanged in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1743 holding.
  • IFP Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2015 and has held it in 26 quarters since.
  • IFP Advisors's Zurn Elkay Water Solutions position peaked at $144K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.