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TruNorth Capital Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

TruNorth Capital 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 		$333K Hold
7,176
– – 0.05% 92
2026
Q2 		$363K Hold
7,176
– – 0.06% 84
2026
Q1 		$322K Hold
7,176
– – 0.06% 75
2025
Q4 		$334K Buy
7,176
+6,120
+580% +$287K 0.06% 78
2025
Q3 		$49.7K Buy
+1,056
New +$45.6K 0.01% 189

Other funds holding ZWS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TruNorth Capital Management's ZWS Position: Q3 2026 in Review

TruNorth Capital Management held its Zurn Elkay Water Solutions (ZWS) position steady in Q3 2026 at 7,176 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #92.

TruNorth Capital Management first reported a position in ZWS in Q3 2025 and has held it in 5 quarters since. The position peaked at $363K in Q2 2026. 21 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • TruNorth Capital Management held 7,176 shares of Zurn Elkay Water Solutions worth $333K as of Q3 2026.
  • TruNorth Capital Management left its Zurn Elkay Water Solutions share count unchanged in Q3 2026.
  • Zurn Elkay Water Solutions made up 0.05% of TruNorth Capital Management's portfolio in Q3 2026, its #92 holding.
  • TruNorth Capital Management first reported a position in Zurn Elkay Water Solutions in Q3 2025 and has held it in 5 quarters since.
  • TruNorth Capital Management's Zurn Elkay Water Solutions position peaked at $363K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.