TD Private Client Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

TD Private Client Wealth’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	$1.71M	Sell	33,884 -4,634	-12%	-$227K	0.03%	297
2026 Q1	$1.73M	Sell	38,518 -3,566	-8%	-$170K	0.04%	272
2025 Q4	$1.96M	Sell	42,084 -7,651	-15%	-$359K	0.04%	255
2025 Q3	$2.34M	Sell	49,735 -4,696	-9%	-$203K	0.05%	223
2025 Q2	$1.99M	Sell	54,431 -2,628	-5%	-$90.5K	0.05%	241
2025 Q1	$1.88M	Sell	57,059 -3,469	-6%	-$125K	0.05%	234
2024 Q4	$2.26M	Sell	60,528 -2,105	-3%	-$80.3K	0.06%	211
2024 Q3	$2.25M	Sell	62,633 -131	-0.2%	-$4.14K	0.06%	224
2024 Q2	$1.85M	Sell	62,764 -228	-0.4%	-$7.18K	0.06%	247
2024 Q1	$2.11M	Buy	62,992 +165	+0.3%	+$5.08K	0.07%	227
2023 Q4	$1.85M	Buy	+62,827	New	+$1.78M	0.07%	233

Other funds holding ZWS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

TD Private Client Wealth's ZWS Position: Q2 2026 in Review

TD Private Client Wealth reduced its Zurn Elkay Water Solutions (ZWS) stake by 12% in Q2 2026, selling an estimated $227K and leaving 33,884 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #297.

TD Private Client Wealth first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q3 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

TD Private Client Wealth held 33,884 shares of Zurn Elkay Water Solutions worth $1.71M as of Q2 2026.
TD Private Client Wealth sold 4,634 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $227K.
Zurn Elkay Water Solutions made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #297 holding.
TD Private Client Wealth first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
TD Private Client Wealth's Zurn Elkay Water Solutions position peaked at $2.34M in Q3 2025.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.