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 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 $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NewEdge Wealth's ZWS Position: Q1 2026 in Review

NewEdge Wealth reduced its Zurn Elkay Water Solutions (ZWS) stake by 15% in Q1 2026, selling an estimated $882K and leaving 104,823 shares worth $4.7M. The position accounts for 0.06% of the portfolio, ranked #227.

NewEdge Wealth first reported a position in ZWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.24M in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

NewEdge Wealth held 104,823 shares of Zurn Elkay Water Solutions worth $4.7M as of Q1 2026.
NewEdge Wealth sold 18,467 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $882K.
Zurn Elkay Water Solutions made up 0.06% of NewEdge Wealth's portfolio in Q1 2026, its #227 holding.
NewEdge Wealth first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 10 quarters since.
NewEdge Wealth's Zurn Elkay Water Solutions position peaked at $6.24M in Q3 2025.
420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.