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Trium Capital’s Zurn Elkay Water Solutions ZWS Stock Holding History

Trium Capital’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 		$160K Sell
3,437
-21,241
-86% -$1.03M 0.2% 39
2026
Q2 		$1.25M Buy
+24,678
New +$1.21M 0.77% 23

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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Trium Capital's ZWS Position: Q3 2026 in Review

Trium Capital reduced its Zurn Elkay Water Solutions (ZWS) stake by 86% in Q3 2026, selling an estimated $1.03M and leaving 3,437 shares worth $160K. The position accounts for 0.2% of the portfolio, ranked #39.

Trium Capital first reported a position in ZWS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.25M in Q2 2026. 44 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Trium Capital held 3,437 shares of Zurn Elkay Water Solutions worth $160K as of Q3 2026.
  • Trium Capital sold 21,241 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $1.03M.
  • Zurn Elkay Water Solutions made up 0.2% of Trium Capital's portfolio in Q3 2026, its #39 holding.
  • Trium Capital first reported a position in Zurn Elkay Water Solutions in Q2 2026 and has held it in 2 quarters since.
  • Trium Capital's Zurn Elkay Water Solutions position peaked at $1.25M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.