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 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

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

Peterson Wealth Services's ZWS Position: Q2 2026 in Review

Peterson Wealth Services increased its Zurn Elkay Water Solutions (ZWS) stake by 2.9% in Q2 2026, buying an estimated $30.3K and bringing the position to 22,207 shares worth $1.12M. The position accounts for 0.24% of the portfolio, ranked #72.

Peterson Wealth Services first reported a position in ZWS in Q1 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Peterson Wealth Services held 22,207 shares of Zurn Elkay Water Solutions worth $1.12M as of Q2 2026.
Peterson Wealth Services bought 620 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $30.3K.
Zurn Elkay Water Solutions made up 0.24% of Peterson Wealth Services's portfolio in Q2 2026, its #72 holding.
Peterson Wealth Services first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 5 quarters since.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.