SIS
ZWS icon

Sound Income Strategies’s Zurn Elkay Water Solutions ZWS Stock Holding History

Sound Income Strategies’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 		– Sell
-214
Closed -$9.65K – 2450
2026
Q1 		$9.65K Buy
214
+1
+0.5% +$48 ﹤0.01% 1523
2025
Q4 		$10.1K Buy
+213
New +$10K ﹤0.01% 1464

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Sound Income Strategies's ZWS Position: Q2 2026 in Review

Sound Income Strategies sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 214 shares — an estimated $9.65K sold.

Sound Income Strategies first reported a position in ZWS in Q4 2025 and held it in 2 quarters. The position peaked at $10.1K in Q4 2025. 339 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Sound Income Strategies reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 214 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $9.65K.
  • Sound Income Strategies first reported a position in Zurn Elkay Water Solutions in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Zurn Elkay Water Solutions position peaked at $10.1K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.