Impact Capital Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Impact Capital Partners’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	$330K	Sell	7,112 -742	-9%	-$35.9K	0.09%	196
2026 Q2	$397K	Sell	7,854 -6,020	-43%	-$294K	0.11%	172
2026 Q1	$622K	Sell	13,874 -1,987	-13%	-$94.9K	0.19%	112
2025 Q4	$737K	Sell	15,861 -366	-2%	-$17.2K	0.22%	99
2025 Q3	$763K	Sell	16,227 -634	-4%	-$27.4K	0.23%	90
2025 Q2	$617K	Sell	16,861 -484	-3%	-$16.7K	0.2%	117
2025 Q1	$572K	Sell	17,345 -74	-0.4%	-$2.67K	0.21%	116
2024 Q4	$650K	Buy	+17,419	New	+$664K	0.23%	109

Other funds holding ZWS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Impact Capital Partners's ZWS Position: Q3 2026 in Review

Impact Capital Partners reduced its Zurn Elkay Water Solutions (ZWS) stake by 9.4% in Q3 2026, selling an estimated $35.9K and leaving 7,112 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #196.

Impact Capital Partners first reported a position in ZWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $763K in Q3 2025. 190 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

Impact Capital Partners held 7,112 shares of Zurn Elkay Water Solutions worth $330K as of Q3 2026.
Impact Capital Partners sold 742 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $35.9K.
Zurn Elkay Water Solutions made up 0.09% of Impact Capital Partners's portfolio in Q3 2026, its #196 holding.
Impact Capital Partners first reported a position in Zurn Elkay Water Solutions in Q4 2024 and has held it in 8 quarters since.
Impact Capital Partners's Zurn Elkay Water Solutions position peaked at $763K in Q3 2025.
190 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Impact Capital Partners's 13F filing for Q3 2026, filed 22 Oct 2026.