Sequoia Financial Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Sequoia Financial Advisors’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	$4.4M	Buy	87,106 +6,286	+8%	+$307K	0.02%	379
2026 Q1	$3.62M	Sell	80,820 -2,417	-3%	-$115K	0.02%	399
2025 Q4	$3.87M	Buy	83,237 +2,980	+4%	+$140K	0.02%	381
2025 Q3	$3.77M	Buy	80,257 +92	+0.1%	+$3.97K	0.02%	360
2025 Q2	$2.93M	Buy	80,165 +46	+0.1%	+$1.58K	0.02%	388
2025 Q1	$2.64M	Buy	+80,119	New	+$2.89M	0.02%	383

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

Sequoia Financial Advisors's ZWS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Zurn Elkay Water Solutions (ZWS) stake by 7.8% in Q2 2026, buying an estimated $307K and bringing the position to 87,106 shares worth $4.4M. The position accounts for 0.02% of the portfolio, ranked #379.

Sequoia Financial Advisors first reported a position in ZWS in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Sequoia Financial Advisors held 87,106 shares of Zurn Elkay Water Solutions worth $4.4M as of Q2 2026.
Sequoia Financial Advisors bought 6,286 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $307K.
Zurn Elkay Water Solutions made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #379 holding.
Sequoia Financial Advisors first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 6 quarters since.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.