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Private Wealth Management Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Private Wealth Management Group’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 		$3.29K Hold
65
– – ﹤0.01% 989
2026
Q1 		$2.92K Hold
65
– – ﹤0.01% 960
2025
Q4 		$3.02K Hold
65
– – ﹤0.01% 945
2025
Q3 		$3.06K Hold
65
– – ﹤0.01% 971
2025
Q2 		$2.38K Buy
+65
New +$2.24K ﹤0.01% 1032

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

Private Wealth Management Group's ZWS Position: Q2 2026 in Review

Private Wealth Management Group held its Zurn Elkay Water Solutions (ZWS) position steady in Q2 2026 at 65 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Private Wealth Management Group first reported a position in ZWS in Q2 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Private Wealth Management Group held 65 shares of Zurn Elkay Water Solutions worth $3.29K as of Q2 2026.
  • Private Wealth Management Group left its Zurn Elkay Water Solutions share count unchanged in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #989 holding.
  • Private Wealth Management Group first reported a position in Zurn Elkay Water Solutions in Q2 2025 and has held it in 5 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.