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LVW Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

LVW 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 		$663K Sell
13,118
-1,669
-11% -$81.6K 0.06% 181
2026
Q1 		$663K Sell
14,787
-1,576
-10% -$75.3K 0.06% 166
2025
Q4 		$761K Sell
16,363
-917
-5% -$43K 0.08% 123
2025
Q3 		$813K Sell
17,280
-2,561
-13% -$111K 0.08% 120
2025
Q2 		$726K Sell
19,841
-1,776
-8% -$61.1K 0.08% 141
2025
Q1 		$713K Sell
21,617
-1,325
-6% -$47.7K 0.09% 136
2024
Q4 		$856K Sell
22,942
-81
-0.4% -$3.09K 0.1% 128
2024
Q3 		$827K Buy
23,023
+2,390
+12% +$75.6K 0.11% 132
2024
Q2 		$607K Buy
20,633
+1,923
+10% +$60.6K 0.09% 140
2024
Q1 		$626K Sell
18,710
-635
-3% -$19.5K 0.11% 140
2023
Q4 		$569K Buy
+19,345
New +$548K 0.11% 140

Other funds holding ZWS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Truist Financial
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LVW Advisors's ZWS Position: Q2 2026 in Review

LVW Advisors reduced its Zurn Elkay Water Solutions (ZWS) stake by 11% in Q2 2026, selling an estimated $81.6K and leaving 13,118 shares worth $663K. The position accounts for 0.06% of the portfolio, ranked #181.

LVW Advisors first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $856K in Q4 2024. 117 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • LVW Advisors held 13,118 shares of Zurn Elkay Water Solutions worth $663K as of Q2 2026.
  • LVW Advisors sold 1,669 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $81.6K.
  • Zurn Elkay Water Solutions made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #181 holding.
  • LVW Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's Zurn Elkay Water Solutions position peaked at $856K in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.