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 Q2	$5.05M	Buy	100,000 +13,000	+15%	+$636K	0.31%	41
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 $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

Triodos Investment Management's ZWS Position: Q2 2026 in Review

Triodos Investment Management increased its Zurn Elkay Water Solutions (ZWS) stake by 15% in Q2 2026, buying an estimated $636K and bringing the position to 100,000 shares worth $5.05M. The position accounts for 0.31% of the portfolio, ranked #41.

Triodos Investment Management first reported a position in ZWS in Q2 2022 and has held it in 17 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Triodos Investment Management held 100,000 shares of Zurn Elkay Water Solutions worth $5.05M as of Q2 2026.
Triodos Investment Management bought 13,000 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $636K.
Zurn Elkay Water Solutions made up 0.31% of Triodos Investment Management's portfolio in Q2 2026, its #41 holding.
Triodos Investment Management first reported a position in Zurn Elkay Water Solutions in Q2 2022 and has held it in 17 quarters since.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Triodos Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.