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PUREfi Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

PUREfi Wealth’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 		– Sell
-4,747
Closed -$221K – 205
2025
Q4 		$221K Hold
4,747
– – 0.17% 147
2025
Q3 		$223K Buy
+4,747
New +$205K 0.17% 156

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

PUREfi Wealth's ZWS Position: Q1 2026 in Review

PUREfi Wealth sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2026, closing a stake of 4,747 shares — an estimated $221K sold.

PUREfi Wealth first reported a position in ZWS in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • PUREfi Wealth reported no remaining Zurn Elkay Water Solutions position as of Q1 2026 after selling out during the quarter.
  • PUREfi Wealth sold 4,747 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $221K.
  • PUREfi Wealth first reported a position in Zurn Elkay Water Solutions in Q3 2025 and held it in 2 quarters.
  • PUREfi Wealth's Zurn Elkay Water Solutions position peaked at $223K in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.