Institute for Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Institute for Wealth Management’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	$25.3K	Buy	+500	New	+$24.4K	﹤0.01%	1061

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Institute for Wealth Management's ZWS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 500 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings.

205 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Institute for Wealth Management held 500 shares of Zurn Elkay Water Solutions worth $25.3K as of Q2 2026.
Zurn Elkay Water Solutions was a new Institute for Wealth Management position in Q2 2026.
Zurn Elkay Water Solutions made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1061 holding.
205 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.