Raymond James Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Raymond James Financial’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	$65.1M	Sell	1,287,614 -197,559	-13%	-$9.66M	0.02%	796
2026 Q1	$66.1M	Sell	1,485,173 -261,428	-15%	-$12.5M	0.02%	706
2025 Q4	$81.6M	Sell	1,746,601 -286,197	-14%	-$13.4M	0.03%	590
2025 Q3	$95.6M	Sell	2,032,798 -89,684	-4%	-$3.87M	0.03%	518
2025 Q2	$77.6M	Sell	2,122,482 -11,978	-0.6%	-$412K	0.03%	567
2025 Q1	$70.4M	Sell	2,134,460 -22,555	-1%	-$813K	0.03%	560
2024 Q4	$80.5M	Buy	+2,157,015	New	+$82.3M	0.03%	505

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

Raymond James Financial's ZWS Position: Q2 2026 in Review

Raymond James Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 13% in Q2 2026, selling an estimated $9.66M and leaving 1,287,614 shares worth $65.1M. The position accounts for 0.02% of the portfolio, ranked #796.

Raymond James Financial first reported a position in ZWS in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.6M in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Raymond James Financial held 1,287,614 shares of Zurn Elkay Water Solutions worth $65.1M as of Q2 2026.
Raymond James Financial sold 197,559 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $9.66M.
Zurn Elkay Water Solutions made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #796 holding.
Raymond James Financial first reported a position in Zurn Elkay Water Solutions in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Zurn Elkay Water Solutions position peaked at $95.6M in Q3 2025.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.