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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Summit Financial's ZWS Position: Q1 2026 in Review

Summit Financial increased its Zurn Elkay Water Solutions (ZWS) stake by 2.5% in Q1 2026, buying an estimated $9.41K and bringing the position to 7,939 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Summit Financial first reported a position in ZWS in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q4 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Summit Financial held 7,939 shares of Zurn Elkay Water Solutions worth $356K as of Q1 2026.
  • Summit Financial bought 197 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $9.41K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1117 holding.
  • Summit Financial first reported a position in Zurn Elkay Water Solutions in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Zurn Elkay Water Solutions position peaked at $360K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.