Thrive Wealth Management
ZWS icon

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
Q3 		$403K Sell
8,667
-35
-0.4% -$1.69K 0.05% 158
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Thrive Wealth Management's ZWS Position: Q3 2026 in Review

Thrive Wealth Management reduced its Zurn Elkay Water Solutions (ZWS) stake by 0.4% in Q3 2026, selling an estimated $1.69K and leaving 8,667 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #158.

Thrive Wealth Management first reported a position in ZWS in Q1 2024 and has held it in 10 quarters since. The position peaked at $440K in Q2 2026. 49 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Thrive Wealth Management held 8,667 shares of Zurn Elkay Water Solutions worth $403K as of Q3 2026.
  • Thrive Wealth Management sold 35 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $1.69K.
  • Zurn Elkay Water Solutions made up 0.05% of Thrive Wealth Management's portfolio in Q3 2026, its #158 holding.
  • Thrive Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2024 and has held it in 10 quarters since.
  • Thrive Wealth Management's Zurn Elkay Water Solutions position peaked at $440K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.