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

NewEdge 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	$12.8K	Buy	+253	New	+$12.4K	﹤0.01%	3479
2024 Q3	–	Sell	-112	Closed	-$3.29K	–	3963
2024 Q2	$3.29K	Buy	+112	New	+$3.53K	﹤0.01%	3214
2024 Q1	–	Sell	-1,060	Closed	-$31.2K	–	3978
2023 Q4	$31.2K	Buy	+1,060	New	+$30K	﹤0.01%	2401
2023 Q1	–	Sell	-37	Closed	-$783	–	4200
2022 Q4	$783	Buy	+37	New	+$874	﹤0.01%	3095
2022 Q1	–	Sell	-7,185	Closed	-$262K	–	1686
2021 Q4	$262K	Buy	+7,185	New	+$259K	﹤0.01%	1396

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

NewEdge Advisors's ZWS Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 253 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #3479 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in ZWS as recently as Q2 2024.

NewEdge Advisors first reported a position in ZWS in Q4 2021 and has held it in 5 quarters since. The position peaked at $262K in Q4 2021. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

NewEdge Advisors held 253 shares of Zurn Elkay Water Solutions worth $12.8K as of Q2 2026.
Zurn Elkay Water Solutions was a new NewEdge Advisors position in Q2 2026.
Zurn Elkay Water Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3479 holding.
NewEdge Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2021 and has held it in 5 quarters since.
NewEdge Advisors's Zurn Elkay Water Solutions position peaked at $262K in Q4 2021.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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