Peterson Wealth Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Peterson Wealth Services’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	$1.12M	Buy	24,009 +1,802	+8%	+$87.1K	0.24%	68
2026 Q2	$1.12M	Buy	22,207 +620	+3%	+$30.3K	0.24%	72
2026 Q1	$968K	Buy	21,587 +552	+3%	+$26.4K	0.24%	71
2025 Q4	$978K	Buy	+21,035	New	+$987K	0.25%	67
2025 Q3	–	Sell	-21,229	Closed	-$916K	–	65
2025 Q2	$776K	Buy	21,229 +14	+0.1%	+$482	0.21%	72
2025 Q1	$700K	Buy	+21,215	New	+$764K	0.22%	68

Other funds holding ZWS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Peterson Wealth Services's ZWS Position: Q3 2026 in Review

Peterson Wealth Services increased its Zurn Elkay Water Solutions (ZWS) stake by 8.1% in Q3 2026, buying an estimated $87.1K and bringing the position to 24,009 shares worth $1.12M. The position accounts for 0.24% of the portfolio, ranked #68.

Peterson Wealth Services first reported a position in ZWS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2026. 235 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

Peterson Wealth Services held 24,009 shares of Zurn Elkay Water Solutions worth $1.12M as of Q3 2026.
Peterson Wealth Services bought 1,802 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $87.1K.
Zurn Elkay Water Solutions made up 0.24% of Peterson Wealth Services's portfolio in Q3 2026, its #68 holding.
Peterson Wealth Services first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 6 quarters since.
Peterson Wealth Services's Zurn Elkay Water Solutions position peaked at $1.12M in Q2 2026.
235 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.