Root Financial Partners
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Root Financial Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Root Financial Partners’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
Q3 		$25.6K Buy
+551
New +$26.6K ﹤0.01% 1418
2026
Q2 		– Sell
-399
Closed -$17.9K – 3264
2026
Q1 		$17.9K Buy
399
+39
+11% +$1.86K ﹤0.01% 1385
2025
Q4 		$16.7K Buy
360
+75
+26% +$3.52K ﹤0.01% 1267
2025
Q3 		$13.4K Buy
+285
New +$12.3K ﹤0.01% 1313

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Root Financial Partners's ZWS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zurn Elkay Water Solutions (ZWS) in Q3 2026: 551 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #1418 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZWS as recently as Q1 2026.

Root Financial Partners first reported a position in ZWS in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Root Financial Partners held 551 shares of Zurn Elkay Water Solutions worth $25.6K as of Q3 2026.
  • Zurn Elkay Water Solutions was a new Root Financial Partners position in Q3 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1418 holding.
  • Root Financial Partners first reported a position in Zurn Elkay Water Solutions in Q3 2025 and has held it in 4 quarters since.
  • 339 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.