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

Pinnacle Wealth Planning 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 		$170K Buy
3,358
+87
+3% +$4.25K 0.02% 597
2026
Q1 		$147K Buy
3,271
+147
+5% +$7.02K 0.02% 600
2025
Q4 		$145K Buy
+3,124
New +$147K 0.02% 606
2021
Q1 		– Sell
-1,138
Closed -$22K – 2015
2020
Q4 		$22K Buy
+1,138
New +$19.5K 0.01% 1128

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
JT
Jupiter Topco New York $245B AUM

Pinnacle Wealth Planning Services's ZWS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Zurn Elkay Water Solutions (ZWS) stake by 2.7% in Q2 2026, buying an estimated $4.25K and bringing the position to 3,358 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #597.

Pinnacle Wealth Planning Services first reported a position in ZWS in Q4 2020 and has held it in 4 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,358 shares of Zurn Elkay Water Solutions worth $170K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 87 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $4.25K.
  • Zurn Elkay Water Solutions made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #597 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zurn Elkay Water Solutions in Q4 2020 and has held it in 4 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.