Triodos Investment Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Triodos Investment 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 Q1	$3.9M	Buy	87,000 +4,000	+5%	+$191K	0.3%	41
2025 Q4	$3.93M	Sell	83,000 -2,000	-2%	-$93.9K	0.28%	43
2025 Q3	$4M	Sell	85,000 -3,000	-3%	-$130K	0.29%	42
2025 Q2	$3.22M	Buy	88,000 +8,300	+10%	+$286K	0.24%	43
2025 Q1	$2.63M	Buy	79,700 +3,700	+5%	+$133K	0.22%	46
2024 Q4	$2.83M	Buy	76,000 +2,000	+3%	+$76.3K	0.23%	43
2024 Q3	$2.66M	Buy	74,000 +28,000	+61%	+$886K	0.21%	44
2024 Q2	$1.35M	Buy	46,000 +5,000	+12%	+$157K	0.12%	46
2024 Q1	$1.37M	Sell	41,000 -4,000	-9%	-$123K	0.12%	46
2023 Q4	$1.32M	Sell	45,000 -5,000	-10%	-$142K	0.13%	44
2023 Q3	$1.4M	Hold	50,000	–	–	0.15%	42
2023 Q2	$1.34M	Sell	50,000 -6,000	-11%	-$137K	0.13%	42
2023 Q1	$1.2M	Buy	56,000 +11,000	+24%	+$242K	0.13%	43
2022 Q4	$952K	Buy	45,000 +7,500	+20%	+$177K	0.13%	39
2022 Q3	$919K	Sell	37,500 -1,500	-4%	-$42.7K	0.13%	41
2022 Q2	$1.06M	Buy	+39,000	New	+$1.18M	0.15%	43

Other funds holding ZWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Triodos Investment Management's ZWS Position: Q1 2026 in Review

Triodos Investment Management increased its Zurn Elkay Water Solutions (ZWS) stake by 4.8% in Q1 2026, buying an estimated $191K and bringing the position to 87,000 shares worth $3.9M. The position accounts for 0.3% of the portfolio, ranked #41.

Triodos Investment Management first reported a position in ZWS in Q2 2022 and has held it in 16 quarters since. The position peaked at $4M in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

Triodos Investment Management held 87,000 shares of Zurn Elkay Water Solutions worth $3.9M as of Q1 2026.
Triodos Investment Management bought 4,000 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $191K.
Zurn Elkay Water Solutions made up 0.3% of Triodos Investment Management's portfolio in Q1 2026, its #41 holding.
Triodos Investment Management first reported a position in Zurn Elkay Water Solutions in Q2 2022 and has held it in 16 quarters since.
Triodos Investment Management's Zurn Elkay Water Solutions position peaked at $4M in Q3 2025.
420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Triodos Investment Management's 13F filing for Q1 2026, filed 7 May 2026.