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Steward Partners Investment Advisory’s Zurn Elkay Water Solutions ZWS Stock Holding History

Steward Partners Investment Advisory’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 		$130K Buy
2,576
+551
+27% +$26.9K ﹤0.01% 2459
2026
Q1 		$90.8K Sell
2,025
-1,031
-34% -$49.3K ﹤0.01% 2430
2025
Q4 		$142K Buy
3,056
+1,364
+81% +$64K ﹤0.01% 2103
2025
Q3 		$79.6K Buy
1,692
+1,609
+1,939% +$69.5K ﹤0.01% 2362
2025
Q2 		$3.04K Buy
83
+47
+131% +$1.62K ﹤0.01% 3637
2025
Q1 		$1.19K Sell
36
-48
-57% -$1.73K ﹤0.01% 3742
2024
Q4 		$3.13K Sell
84
-76
-48% -$2.9K ﹤0.01% 3509
2024
Q3 		$5.75K Buy
+160
New +$5.06K ﹤0.01% 3143
2024
Q1 		– Sell
-106
Closed -$3.12K – 3689
2023
Q4 		$3.12K Buy
+106
New +$3K ﹤0.01% 3119
2022
Q3 		– Sell
-48
Closed -$1K – 3405
2022
Q2 		$1K Sell
48
-21
-30% -$637 ﹤0.01% 3183
2022
Q1 		$2K Hold
69
– – ﹤0.01% 3125
2021
Q4 		$3K Sell
69
-74
-52% -$2.66K ﹤0.01% 2979
2021
Q3 		$4K Hold
143
– – ﹤0.01% 2887
2021
Q2 		$3K Hold
143
– – ﹤0.01% 6808
2021
Q1 		$3.25K Hold
143
– – ﹤0.01% 3115
2020
Q4 		$3K Hold
143
– – ﹤0.01% 2665
2020
Q3 		$2K Hold
143
– – ﹤0.01% 2613
2020
Q2 		$2K Hold
143
– – ﹤0.01% 2506
2020
Q1 		$1K Sell
143
-1,877
-93% -$27.4K ﹤0.01% 2438
2019
Q4 		$31K Buy
2,020
+1,426
+240% +$20.5K ﹤0.01% 1609
2019
Q3 		$7K Hold
594
– – ﹤0.01% 2163
2019
Q2 		$8K Buy
+594
New +$7.99K ﹤0.01% 2092
2018
Q4 		– Sell
-594
Closed -$9K – 2215
2018
Q3 		$9K Buy
+594
New +$8.46K ﹤0.01% 1935

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's ZWS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Zurn Elkay Water Solutions (ZWS) stake by 27% in Q2 2026, buying an estimated $26.9K and bringing the position to 2,576 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Steward Partners Investment Advisory first reported a position in ZWS in Q3 2018 and has held it in 23 quarters since. The position peaked at $142K in Q4 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Steward Partners Investment Advisory held 2,576 shares of Zurn Elkay Water Solutions worth $130K as of Q2 2026.
  • Steward Partners Investment Advisory bought 551 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $26.9K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2459 holding.
  • Steward Partners Investment Advisory first reported a position in Zurn Elkay Water Solutions in Q3 2018 and has held it in 23 quarters since.
  • Steward Partners Investment Advisory's Zurn Elkay Water Solutions position peaked at $142K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.