LPL Financial
ZWS icon

LPL Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

LPL Financial’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 		$3.32M Sell
71,463
-3,767
-5% -$182K ﹤0.01% 3252
2026
Q2 		$3.8M Sell
75,230
-1,384
-2% -$67.7K ﹤0.01% 3057
2026
Q1 		$3.44M Sell
76,614
-10,487
-12% -$501K ﹤0.01% 2978
2025
Q4 		$4.05M Sell
87,101
-1,891
-2% -$88.7K ﹤0.01% 2726
2025
Q3 		$4.19M Buy
88,992
+941
+1% +$40.6K ﹤0.01% 2630
2025
Q2 		$3.22M Sell
88,051
-10,132
-10% -$349K ﹤0.01% 2676
2025
Q1 		$3.24M Buy
98,183
+2,103
+2% +$75.8K ﹤0.01% 2504
2024
Q4 		$3.58M Buy
96,080
+6,477
+7% +$247K ﹤0.01% 2348
2024
Q3 		$3.22M Buy
89,603
+13,709
+18% +$434K ﹤0.01% 2314
2024
Q2 		$2.23M Buy
75,894
+11,343
+18% +$357K ﹤0.01% 2505
2024
Q1 		$2.16M Buy
64,551
+14,391
+29% +$443K ﹤0.01% 2480
2023
Q4 		$1.48M Buy
+50,160
New +$1.42M ﹤0.01% 2693
2021
Q4 		– Sell
-7,673
Closed -$238K – 4467
2021
Q3 		$238K Buy
+7,673
New +$215K ﹤0.01% 3829
2014
Q4 		– Sell
-23,866
Closed -$323K – 2803
2014
Q3 		$323K Buy
23,866
+3,610
+18% +$49.6K ﹤0.01% 2111
2014
Q2 		$275K Buy
+20,256
New +$269K ﹤0.01% 2270

Other funds holding ZWS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial's ZWS Position: Q3 2026 in Review

LPL Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 5% in Q3 2026, selling an estimated $182K and leaving 71,463 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3252.

LPL Financial first reported a position in ZWS in Q2 2014 and has held it in 15 quarters since. The position peaked at $4.19M in Q3 2025. 235 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • LPL Financial held 71,463 shares of Zurn Elkay Water Solutions worth $3.32M as of Q3 2026.
  • LPL Financial sold 3,767 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $182K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3252 holding.
  • LPL Financial first reported a position in Zurn Elkay Water Solutions in Q2 2014 and has held it in 15 quarters since.
  • LPL Financial's Zurn Elkay Water Solutions position peaked at $4.19M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.