SI
ZWS icon

Stephens Inc’s Zurn Elkay Water Solutions ZWS Stock Holding History

Stephens Inc’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
-5,477
Closed -$246K – 1399
2026
Q1 		$246K Sell
5,477
-1,186
-18% -$56.7K ﹤0.01% 1125
2025
Q4 		$310K Sell
6,663
-562
-8% -$26.4K ﹤0.01% 1024
2025
Q3 		$340K Sell
7,225
-873
-11% -$37.7K ﹤0.01% 988
2025
Q2 		$296K Sell
8,098
-660
-8% -$22.7K ﹤0.01% 1016
2025
Q1 		$289K Sell
8,758
-377
-4% -$13.6K ﹤0.01% 1005
2024
Q4 		$341K Sell
9,135
-594
-6% -$22.7K ﹤0.01% 967
2024
Q3 		$350K Buy
9,729
+139
+1% +$4.4K 0.01% 964
2024
Q2 		$282K Buy
9,590
+284
+3% +$8.95K ﹤0.01% 1028
2024
Q1 		$311K Buy
+9,306
New +$286K ﹤0.01% 992

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

Stephens Inc's ZWS Position: Q2 2026 in Review

Stephens Inc sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 5,477 shares — an estimated $246K sold.

Stephens Inc first reported a position in ZWS in Q1 2024 and held it in 9 quarters. The position peaked at $350K in Q3 2024. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Stephens Inc reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 5,477 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $246K.
  • Stephens Inc first reported a position in Zurn Elkay Water Solutions in Q1 2024 and held it in 9 quarters.
  • Stephens Inc's Zurn Elkay Water Solutions position peaked at $350K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.