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 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

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

Perpetual Ltd's ZWS Position: Q2 2026 in Review

Perpetual Ltd increased its Zurn Elkay Water Solutions (ZWS) stake by 14% in Q2 2026, buying an estimated $1.71M and bringing the position to 277,667 shares worth $14M. The position accounts for 0.2% of the portfolio, ranked #102.

Perpetual Ltd first reported a position in ZWS in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.1M in Q3 2025. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Perpetual Ltd held 277,667 shares of Zurn Elkay Water Solutions worth $14M as of Q2 2026.
Perpetual Ltd bought 35,027 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $1.71M.
Zurn Elkay Water Solutions made up 0.2% of Perpetual Ltd's portfolio in Q2 2026, its #102 holding.
Perpetual Ltd first reported a position in Zurn Elkay Water Solutions in Q2 2023 and has held it in 13 quarters since.
Perpetual Ltd's Zurn Elkay Water Solutions position peaked at $16.1M in Q3 2025.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.