Thrive Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Thrive Wealth Management’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	$440K	Buy	8,702 +483	+6%	+$23.6K	0.06%	150
2026 Q1	$369K	Sell	8,219 -875	-10%	-$41.8K	0.05%	151
2025 Q4	$423K	Buy	9,094 +381	+4%	+$17.9K	0.06%	144
2025 Q3	$410K	Buy	8,713 +323	+4%	+$13.9K	0.06%	146
2025 Q2	$307K	Buy	8,390 +177	+2%	+$6.09K	0.05%	173
2025 Q1	$271K	Buy	8,213 +928	+13%	+$33.4K	0.05%	178
2024 Q4	$272K	Sell	7,285 -183	-2%	-$6.98K	0.05%	165
2024 Q3	$268K	Buy	+7,468	New	+$236K	0.05%	179
2024 Q2	–	Sell	-6,887	Closed	-$231K	–	229
2024 Q1	$231K	Buy	+6,887	New	+$212K	0.05%	191

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

Thrive Wealth Management's ZWS Position: Q2 2026 in Review

Thrive Wealth Management increased its Zurn Elkay Water Solutions (ZWS) stake by 5.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 8,702 shares worth $440K. The position accounts for 0.06% of the portfolio, ranked #150.

Thrive Wealth Management first reported a position in ZWS in Q1 2024 and has held it in 9 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Thrive Wealth Management held 8,702 shares of Zurn Elkay Water Solutions worth $440K as of Q2 2026.
Thrive Wealth Management bought 483 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $23.6K.
Zurn Elkay Water Solutions made up 0.06% of Thrive Wealth Management's portfolio in Q2 2026, its #150 holding.
Thrive Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2024 and has held it in 9 quarters since.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.