IFP Advisors
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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
Q3 		$14.2K Sell
305
-2,500
-89% -$121K ﹤0.01% 3165
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 -$3.7K – 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

IFP Advisors's ZWS Position: Q3 2026 in Review

IFP Advisors reduced its Zurn Elkay Water Solutions (ZWS) stake by 89% in Q3 2026, selling an estimated $121K and leaving 305 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

IFP Advisors first reported a position in ZWS in Q4 2015 and has held it in 27 quarters since. The position peaked at $144K in Q3 2025. 190 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • IFP Advisors held 305 shares of Zurn Elkay Water Solutions worth $14.2K as of Q3 2026.
  • IFP Advisors sold 2,500 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $121K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3165 holding.
  • IFP Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2015 and has held it in 27 quarters since.
  • IFP Advisors's Zurn Elkay Water Solutions position peaked at $144K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.