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JFS Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

JFS Wealth 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 		$3.18K Buy
63
+18
+40% +$880 ﹤0.01% 1455
2026
Q1 		$2.02K Buy
45
+6
+15% +$287 ﹤0.01% 1501
2025
Q4 		$1.81K Buy
39
+31
+388% +$1.46K ﹤0.01% 1578
2025
Q3 		$377 Hold
8
– – ﹤0.01% 1798
2025
Q2 		$293 Sell
8
-27
-77% -$929 ﹤0.01% 1761
2025
Q1 		$1.16K Buy
35
+27
+338% +$973 ﹤0.01% 1620
2024
Q4 		$299 Hold
8
– – ﹤0.01% 1824
2024
Q3 		$288 Buy
8
+2
+33% +$63 ﹤0.01% 1847
2024
Q2 		$177 Hold
6
– – ﹤0.01% 1901
2024
Q1 		$201 Sell
6
-3
-33% -$92 ﹤0.01% 1894
2023
Q4 		$265 Hold
9
– – ﹤0.01% 1874
2023
Q3 		$253 Hold
9
– – ﹤0.01% 1834
2023
Q2 		$243 Sell
9
-20
-69% -$455 ﹤0.01% 1856
2023
Q1 		$620 Sell
29
-38
-57% -$836 ﹤0.01% 1687
2022
Q4 		$1.42K Buy
67
+53
+379% +$1.25K ﹤0.01% 1504
2022
Q3 		$0 Hold
14
– – ﹤0.01% 1955
2022
Q2 		$0 Sell
14
-143
-91% -$4.34K ﹤0.01% 1964
2022
Q1 		$6K Buy
157
+88
+128% +$2.93K ﹤0.01% 1007
2021
Q4 		$3K Buy
+69
New +$2.48K ﹤0.01% 1007

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

JFS Wealth Advisors's ZWS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 40% in Q2 2026, buying an estimated $880 and bringing the position to 63 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

JFS Wealth Advisors first reported a position in ZWS in Q4 2021 and has held it in 19 quarters since. The position peaked at $6K in Q1 2022. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • JFS Wealth Advisors held 63 shares of Zurn Elkay Water Solutions worth $3.18K as of Q2 2026.
  • JFS Wealth Advisors bought 18 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $880.
  • Zurn Elkay Water Solutions made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1455 holding.
  • JFS Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Zurn Elkay Water Solutions position peaked at $6K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.