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Shelton Capital Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Shelton Capital Management’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 		$209K Sell
4,135
-941
-19% -$46K ﹤0.01% 699
2026
Q1 		$228K Hold
5,076
– – 0.01% 624
2025
Q4 		$236K Hold
5,076
– – ﹤0.01% 587
2025
Q3 		$239K Buy
+5,076
New +$219K 0.01% 596
2025
Q1 		– Sell
-5,607
Closed -$209K – 760
2024
Q4 		$209K Buy
+5,607
New +$214K 0.01% 681

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
JT
Jupiter Topco New York $245B AUM

Shelton Capital Management's ZWS Position: Q2 2026 in Review

Shelton Capital Management reduced its Zurn Elkay Water Solutions (ZWS) stake by 19% in Q2 2026, selling an estimated $46K and leaving 4,135 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Shelton Capital Management first reported a position in ZWS in Q4 2024 and has held it in 5 quarters since. The position peaked at $239K in Q3 2025. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Shelton Capital Management held 4,135 shares of Zurn Elkay Water Solutions worth $209K as of Q2 2026.
  • Shelton Capital Management sold 941 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $46K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #699 holding.
  • Shelton Capital Management first reported a position in Zurn Elkay Water Solutions in Q4 2024 and has held it in 5 quarters since.
  • Shelton Capital Management's Zurn Elkay Water Solutions position peaked at $239K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.