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Integrated Wealth Concepts’s Zurn Elkay Water Solutions ZWS Stock Holding History

Integrated Wealth Concepts’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 		$19.4K Buy
+384
New +$18.8K ﹤0.01% 4120

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

Integrated Wealth Concepts's ZWS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 384 shares worth $19.4K. The stake represents ﹤0.01% of the portfolio and ranks #4120 among its holdings.

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

  • Integrated Wealth Concepts held 384 shares of Zurn Elkay Water Solutions worth $19.4K as of Q2 2026.
  • Zurn Elkay Water Solutions was a new Integrated Wealth Concepts position in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4120 holding.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.