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

Summit 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 		$430K Buy
8,516
+577
+7% +$28.2K ﹤0.01% 1160
2026
Q1 		$356K Buy
7,939
+197
+3% +$9.41K ﹤0.01% 1117
2025
Q4 		$360K Buy
7,742
+131
+2% +$6.15K 0.01% 1012
2025
Q3 		$358K Buy
+7,611
New +$329K 0.01% 1004

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

Summit Financial's ZWS Position: Q2 2026 in Review

Summit Financial increased its Zurn Elkay Water Solutions (ZWS) stake by 7.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 8,516 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Summit Financial first reported a position in ZWS in Q3 2025 and has held it in 4 quarters since. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Summit Financial held 8,516 shares of Zurn Elkay Water Solutions worth $430K as of Q2 2026.
  • Summit Financial bought 577 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $28.2K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1160 holding.
  • Summit Financial first reported a position in Zurn Elkay Water Solutions in Q3 2025 and has held it in 4 quarters since.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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