SW
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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
Q2 		$368K Buy
7,289
+2,300
+46% +$112K 0.01% 752
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 $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

Simplicity Wealth's ZWS Position: Q2 2026 in Review

Simplicity Wealth increased its Zurn Elkay Water Solutions (ZWS) stake by 46% in Q2 2026, buying an estimated $112K and bringing the position to 7,289 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #752.

Simplicity Wealth first reported a position in ZWS in Q1 2024 and has held it in 5 quarters since. The position peaked at $703K in Q1 2024. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Simplicity Wealth held 7,289 shares of Zurn Elkay Water Solutions worth $368K as of Q2 2026.
  • Simplicity Wealth bought 2,300 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $112K.
  • Zurn Elkay Water Solutions made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #752 holding.
  • Simplicity Wealth first reported a position in Zurn Elkay Water Solutions in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Zurn Elkay Water Solutions position peaked at $703K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.