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

NewEdge Wealth’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	$4.36M	Sell	86,222 -18,601	-18%	-$910K	0.04%	272
2026 Q1	$4.7M	Sell	104,823 -18,467	-15%	-$882K	0.06%	227
2025 Q4	$5.73M	Sell	123,290 -6,435	-5%	-$302K	0.06%	204
2025 Q3	$6.24M	Sell	129,725 -2,559	-2%	-$110K	0.09%	173
2025 Q2	$5.89M	Sell	132,284 -1,403	-1%	-$48.3K	0.09%	173
2025 Q1	$4.41M	Buy	133,687 +694	+0.5%	+$25K	0.08%	203
2024 Q4	$4.96M	Buy	132,993 +5,126	+4%	+$195K	0.09%	188
2024 Q3	$4.6M	Buy	127,867 +7,124	+6%	+$225K	0.08%	205
2024 Q2	$3.55M	Buy	120,743 +2,497	+2%	+$78.6K	0.08%	212
2024 Q1	$3.74M	Buy	118,246 +11,805	+11%	+$363K	0.08%	205
2023 Q4	$3.13M	Buy	+106,441	New	+$3.01M	0.08%	217

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 Wealth's ZWS Position: Q2 2026 in Review

NewEdge Wealth reduced its Zurn Elkay Water Solutions (ZWS) stake by 18% in Q2 2026, selling an estimated $910K and leaving 86,222 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #272.

NewEdge Wealth first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

NewEdge Wealth held 86,222 shares of Zurn Elkay Water Solutions worth $4.36M as of Q2 2026.
NewEdge Wealth sold 18,601 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $910K.
Zurn Elkay Water Solutions made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #272 holding.
NewEdge Wealth first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's Zurn Elkay Water Solutions position peaked at $6.24M in Q3 2025.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.