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Larson Financial Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Larson Financial Group’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
Q1 		$27.2K Sell
607
-29
-5% -$1.39K ﹤0.01% 1674
2025
Q4 		$29.6K Sell
636
-197
-24% -$9.25K ﹤0.01% 1493
2025
Q3 		$39.2K Sell
833
-108
-11% -$4.66K ﹤0.01% 1272
2025
Q2 		$34.4K Sell
941
-21
-2% -$723 ﹤0.01% 1231
2025
Q1 		$31.7K Buy
962
+61
+7% +$2.2K ﹤0.01% 1193
2024
Q4 		$33.6K Sell
901
-106
-11% -$4.04K ﹤0.01% 1034
2024
Q3 		$36.2K Buy
1,007
+3
+0.3% +$95 ﹤0.01% 1002
2024
Q2 		$29.5K Sell
1,004
-44
-4% -$1.39K ﹤0.01% 950
2024
Q1 		$35.1K Sell
1,048
-44
-4% -$1.35K ﹤0.01% 771
2023
Q4 		$32.1K Sell
1,092
-44
-4% -$1.25K ﹤0.01% 742
2023
Q3 		$31.8K Sell
1,136
-261
-19% -$7.46K ﹤0.01% 717
2023
Q2 		$37.6K Sell
1,397
-6
-0.4% -$137 ﹤0.01% 612
2023
Q1 		$30K Hold
1,403
– – ﹤0.01% 653
2022
Q4 		$29.7K Sell
1,403
-147
-9% -$3.47K ﹤0.01% 616
2022
Q3 		$38K Hold
1,550
– – 0.01% 518
2022
Q2 		$42K Buy
+1,550
New +$47K 0.01% 403

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Larson Financial Group's ZWS Position: Q1 2026 in Review

Larson Financial Group reduced its Zurn Elkay Water Solutions (ZWS) stake by 4.6% in Q1 2026, selling an estimated $1.39K and leaving 607 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Larson Financial Group first reported a position in ZWS in Q2 2022 and has held it in 16 quarters since. The position peaked at $42K in Q2 2022. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Larson Financial Group held 607 shares of Zurn Elkay Water Solutions worth $27.2K as of Q1 2026.
  • Larson Financial Group sold 29 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $1.39K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1674 holding.
  • Larson Financial Group first reported a position in Zurn Elkay Water Solutions in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Zurn Elkay Water Solutions position peaked at $42K in Q2 2022.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.