Perpetual Ltd’s Zurn Elkay Water Solutions ZWS Stock Holding History

Perpetual Ltd’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 Q3	$15.8M	Buy	338,944 +61,277	+22%	+$2.96M	0.24%	91
2026 Q2	$14M	Buy	277,667 +35,027	+14%	+$1.71M	0.2%	102
2026 Q1	$10.9M	Sell	242,640 -89,861	-27%	-$4.29M	0.17%	108
2025 Q4	$15.5M	Sell	332,501 -9,635	-3%	-$452K	0.22%	98
2025 Q3	$16.1M	Buy	342,136 +3,657	+1%	+$158K	0.2%	106
2025 Q2	$12.4M	Buy	338,479 +74,083	+28%	+$2.55M	0.15%	123
2025 Q1	$8.72M	Buy	264,396 +50,207	+23%	+$1.81M	0.11%	132
2024 Q4	$7.99M	Buy	214,189 +16,520	+8%	+$630K	0.09%	132
2024 Q3	$7.1M	Buy	197,669 +22,493	+13%	+$711K	0.08%	138
2024 Q2	$5.15M	Buy	175,176 +6,260	+4%	+$197K	0.06%	156
2024 Q1	$5.65M	Buy	168,916 +14,701	+10%	+$453K	0.06%	161
2023 Q4	$4.54M	Buy	154,215 +4,962	+3%	+$141K	0.05%	159
2023 Q3	$4.18M	Buy	149,253 +21,441	+17%	+$613K	0.04%	173
2023 Q2	$3.44M	Buy	+127,812	New	+$2.91M	0.03%	203

Other funds holding ZWS

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Perpetual Ltd's ZWS Position: Q3 2026 in Review

Perpetual Ltd increased its Zurn Elkay Water Solutions (ZWS) stake by 22% in Q3 2026, buying an estimated $2.96M and bringing the position to 338,944 shares worth $15.8M. The position accounts for 0.24% of the portfolio, ranked #91.

Perpetual Ltd first reported a position in ZWS in Q2 2023 and has held it in 14 quarters since. The position peaked at $16.1M in Q3 2025. 98 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

Perpetual Ltd held 338,944 shares of Zurn Elkay Water Solutions worth $15.8M as of Q3 2026.
Perpetual Ltd bought 61,277 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $2.96M.
Zurn Elkay Water Solutions made up 0.24% of Perpetual Ltd's portfolio in Q3 2026, its #91 holding.
Perpetual Ltd first reported a position in Zurn Elkay Water Solutions in Q2 2023 and has held it in 14 quarters since.
Perpetual Ltd's Zurn Elkay Water Solutions position peaked at $16.1M in Q3 2025.
98 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.