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
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

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

LPL Financial's ZWS Position: Q2 2026 in Review

LPL Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 1.8% in Q2 2026, selling an estimated $67.7K and leaving 75,230 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

LPL Financial first reported a position in ZWS in Q2 2014 and has held it in 14 quarters since. The position peaked at $4.19M in Q3 2025. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • LPL Financial held 75,230 shares of Zurn Elkay Water Solutions worth $3.8M as of Q2 2026.
  • LPL Financial sold 1,384 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $67.7K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3057 holding.
  • LPL Financial first reported a position in Zurn Elkay Water Solutions in Q2 2014 and has held it in 14 quarters since.
  • LPL Financial's Zurn Elkay Water Solutions position peaked at $4.19M in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.