LRI Investments’s Zurn Elkay Water Solutions ZWS Stock Holding History

LRI Investments’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	$404	Buy	+8	New	+$391	﹤0.01%	1586
2026 Q1	–	Sell	-2,611	Closed	-$121K	–	1507
2025 Q4	$121K	Buy	2,611 +72	+3%	+$3.38K	0.01%	381
2025 Q3	$119K	Sell	2,539 -877	-26%	-$37.9K	0.01%	382
2025 Q2	$125K	Hold	3,416	–	–	0.01%	384
2025 Q1	$113K	Sell	3,416 -2,114	-38%	-$76.2K	0.01%	396
2024 Q4	$206K	Hold	5,530	–	–	0.02%	261
2024 Q3	$215K	Sell	5,530 -212	-4%	-$6.71K	0.02%	258
2024 Q2	$169K	Buy	+5,742	New	+$181K	0.02%	283

Other funds holding ZWS

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

ISS

Intesa Sanpaolo SpA. Turin, Italy $2.92B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's ZWS Position: Q2 2026 in Review

LRI Investments opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 8 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: LRI Investments previously reported a position in ZWS as recently as Q4 2025.

LRI Investments first reported a position in ZWS in Q2 2024 and has held it in 8 quarters since. The position peaked at $215K in Q3 2024. 117 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

LRI Investments held 8 shares of Zurn Elkay Water Solutions worth $404 as of Q2 2026.
Zurn Elkay Water Solutions was a new LRI Investments position in Q2 2026.
Zurn Elkay Water Solutions made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1586 holding.
LRI Investments first reported a position in Zurn Elkay Water Solutions in Q2 2024 and has held it in 8 quarters since.
LRI Investments's Zurn Elkay Water Solutions position peaked at $215K in Q3 2024.
117 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.