Stifel Financial
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Stifel Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Stifel Financial’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 		$19.9M Sell
393,107
-52,048
-12% -$2.54M 0.02% 689
2026
Q1 		$20M Buy
445,155
+18,421
+4% +$880K 0.02% 642
2025
Q4 		$19.8M Sell
426,734
-34,567
-7% -$1.62M 0.02% 632
2025
Q3 		$21.7M Sell
461,301
-24,201
-5% -$1.04M 0.02% 599
2025
Q2 		$17.8M Sell
485,502
-15,539
-3% -$535K 0.02% 645
2025
Q1 		$16.5M Sell
501,041
-10,253
-2% -$369K 0.02% 638
2024
Q4 		$19.1M Sell
511,294
-14,416
-3% -$550K 0.02% 588
2024
Q3 		$18.9M Sell
525,710
-4,244
-0.8% -$134K 0.02% 595
2024
Q2 		$15.6M Sell
529,954
-1,455
-0.3% -$45.8K 0.02% 631
2024
Q1 		$17.8M Buy
531,409
+25,140
+5% +$774K 0.02% 594
2023
Q4 		$14.9M Buy
506,269
+491,093
+3,236% +$13.9M 0.02% 624
2023
Q3 		$425K Sell
15,176
-1,697
-10% -$48.5K ﹤0.01% 2584
2023
Q2 		$454K Buy
16,873
+1,444
+9% +$32.9K ﹤0.01% 2578
2023
Q1 		$330K Buy
+15,429
New +$340K ﹤0.01% 2750
2019
Q3 		– Sell
-207,199
Closed -$3.02M – 2991
2019
Q2 		$3.02M Buy
+207,199
New +$2.79M 0.01% 1082

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

Stifel Financial's ZWS Position: Q2 2026 in Review

Stifel Financial reduced its Zurn Elkay Water Solutions (ZWS) stake by 12% in Q2 2026, selling an estimated $2.54M and leaving 393,107 shares worth $19.9M. The position accounts for 0.02% of the portfolio, ranked #689.

Stifel Financial first reported a position in ZWS in Q2 2019 and has held it in 15 quarters since. The position peaked at $21.7M in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Stifel Financial held 393,107 shares of Zurn Elkay Water Solutions worth $19.9M as of Q2 2026.
  • Stifel Financial sold 52,048 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $2.54M.
  • Zurn Elkay Water Solutions made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #689 holding.
  • Stifel Financial first reported a position in Zurn Elkay Water Solutions in Q2 2019 and has held it in 15 quarters since.
  • Stifel Financial's Zurn Elkay Water Solutions position peaked at $21.7M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.