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Rothschild Investment LLC’s Zurn Elkay Water Solutions ZWS Stock Holding History

Rothschild Investment LLC’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 		$10.6K Sell
209
-5
-2% -$244 ﹤0.01% 1849
2026
Q1 		$9.6K Buy
214
+47
+28% +$2.25K ﹤0.01% 1703
2025
Q4 		$7.76K Buy
167
+12
+8% +$563 ﹤0.01% 1676
2025
Q3 		$7.29K Sell
155
-40
-21% -$1.73K ﹤0.01% 1560
2025
Q2 		$7.13K Buy
195
+35
+22% +$1.21K ﹤0.01% 1351
2025
Q1 		$5.28K Buy
160
+45
+39% +$1.62K ﹤0.01% 1414
2024
Q4 		$4.29K Buy
115
+10
+10% +$381 ﹤0.01% 1404
2024
Q3 		$3.77K Buy
105
+45
+75% +$1.42K ﹤0.01% 1398
2024
Q2 		$1.76K Buy
60
+45
+300% +$1.42K ﹤0.01% 1436
2024
Q1 		$502 Buy
+15
New +$462 ﹤0.01% 1357

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Rothschild Investment LLC's ZWS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Zurn Elkay Water Solutions (ZWS) stake by 2.3% in Q2 2026, selling an estimated $244 and leaving 209 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Rothschild Investment LLC first reported a position in ZWS in Q1 2024 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Rothschild Investment LLC held 209 shares of Zurn Elkay Water Solutions worth $10.6K as of Q2 2026.
  • Rothschild Investment LLC sold 5 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $244.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1849 holding.
  • Rothschild Investment LLC first reported a position in Zurn Elkay Water Solutions in Q1 2024 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.