SW
ZWS icon

Simplicity Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

Simplicity Wealth’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
Q1 		$224K Buy
4,989
+501
+11% +$23.9K 0.01% 689
2025
Q4 		$209K Buy
+4,488
New +$211K 0.01% 664
2024
Q3 		– Sell
-20,346
Closed -$598K – 1244
2024
Q2 		$598K Sell
20,346
-648
-3% -$20.4K 0.01% 687
2024
Q1 		$703K Buy
+20,994
New +$646K 0.02% 622

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simplicity Wealth's ZWS Position: Q1 2026 in Review

Simplicity Wealth increased its Zurn Elkay Water Solutions (ZWS) stake by 11% in Q1 2026, buying an estimated $23.9K and bringing the position to 4,989 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #689.

Simplicity Wealth first reported a position in ZWS in Q1 2024 and has held it in 4 quarters since. The position peaked at $703K in Q1 2024. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Simplicity Wealth held 4,989 shares of Zurn Elkay Water Solutions worth $224K as of Q1 2026.
  • Simplicity Wealth bought 501 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $23.9K.
  • Zurn Elkay Water Solutions made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #689 holding.
  • Simplicity Wealth first reported a position in Zurn Elkay Water Solutions in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Zurn Elkay Water Solutions position peaked at $703K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.