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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZWS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Zurn Elkay Water Solutions (ZWS) stake by 4.7% in Q1 2026, buying an estimated $7.02K and bringing the position to 3,271 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #600.

Pinnacle Wealth Planning Services first reported a position in ZWS in Q4 2020 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,271 shares of Zurn Elkay Water Solutions worth $147K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 147 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $7.02K.
  • Zurn Elkay Water Solutions made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #600 holding.
  • Pinnacle Wealth Planning Services first reported a position in Zurn Elkay Water Solutions in Q4 2020 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.