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Mount Yale Investment Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Mount Yale Investment 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 		$901K Buy
17,827
+618
+4% +$30.2K 0.02% 612
2026
Q1 		$772K Buy
17,209
+5,214
+43% +$249K 0.02% 583
2025
Q4 		$558K Buy
11,995
+7,588
+172% +$356K 0.03% 436
2025
Q3 		$207K Buy
4,407
+2,221
+102% +$95.9K 0.01% 624
2025
Q2 		$79.9K Buy
+2,186
New +$75.2K 0.01% 700

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

Mount Yale Investment Advisors's ZWS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 3.6% in Q2 2026, buying an estimated $30.2K and bringing the position to 17,827 shares worth $901K. The position accounts for 0.02% of the portfolio, ranked #612.

Mount Yale Investment Advisors first reported a position in ZWS in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Mount Yale Investment Advisors held 17,827 shares of Zurn Elkay Water Solutions worth $901K as of Q2 2026.
  • Mount Yale Investment Advisors bought 618 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $30.2K.
  • Zurn Elkay Water Solutions made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #612 holding.
  • Mount Yale Investment Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2025 and has held it in 5 quarters since.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.