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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
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

Other funds holding ZWS

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Root Financial Partners's ZWS Position: Q2 2026 in Review

Root Financial Partners sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 399 shares — an estimated $17.9K sold.

Root Financial Partners first reported a position in ZWS in Q3 2025 and held it in 3 quarters. The position peaked at $17.9K in Q1 2026. 104 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Root Financial Partners reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 399 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $17.9K.
  • Root Financial Partners first reported a position in Zurn Elkay Water Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Zurn Elkay Water Solutions position peaked at $17.9K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.