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Plante Moran Financial Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Plante Moran Financial Advisors’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 		$1.11K Buy
+22
New +$1.08K ﹤0.01% 876
2025
Q1 		– Sell
-199
Closed -$7.42K – 987
2024
Q4 		$7.42K Buy
+199
New +$7.59K ﹤0.01% 626
2014
Q3 		– Sell
-415
Closed -$6K – 864
2014
Q2 		$6K Hold
415
– – 0.01% 651
2014
Q1 		$6K Buy
+415
New +$5.68K 0.01% 454

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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

Plante Moran Financial Advisors's ZWS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 22 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in ZWS as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in ZWS in Q1 2014 and has held it in 4 quarters since. The position peaked at $7.42K in Q4 2024. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Plante Moran Financial Advisors held 22 shares of Zurn Elkay Water Solutions worth $1.11K as of Q2 2026.
  • Zurn Elkay Water Solutions was a new Plante Moran Financial Advisors position in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #876 holding.
  • Plante Moran Financial Advisors first reported a position in Zurn Elkay Water Solutions in Q1 2014 and has held it in 4 quarters since.
  • Plante Moran Financial Advisors's Zurn Elkay Water Solutions position peaked at $7.42K in Q4 2024.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.