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

Truvestments 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 Q2	$1.11M	Sell	22,010 -1,293	-6%	-$63.2K	0.17%	133
2026 Q1	$1.04M	Sell	23,303 -2,163	-8%	-$103K	0.19%	133
2025 Q4	$1.18M	Buy	25,466 +2,662	+12%	+$125K	0.22%	111
2025 Q3	$1.07M	Buy	22,804 +464	+2%	+$20K	0.19%	114
2025 Q2	$817K	Buy	22,340 +2,981	+15%	+$103K	0.16%	129
2025 Q1	$638K	Buy	+19,359	New	+$697K	0.14%	133

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

Truvestments Capital's ZWS Position: Q2 2026 in Review

Truvestments Capital reduced its Zurn Elkay Water Solutions (ZWS) stake by 5.5% in Q2 2026, selling an estimated $63.2K and leaving 22,010 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #133.

Truvestments Capital first reported a position in ZWS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Truvestments Capital held 22,010 shares of Zurn Elkay Water Solutions worth $1.11M as of Q2 2026.
Truvestments Capital sold 1,293 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $63.2K.
Zurn Elkay Water Solutions made up 0.17% of Truvestments Capital's portfolio in Q2 2026, its #133 holding.
Truvestments Capital first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 6 quarters since.
Truvestments Capital's Zurn Elkay Water Solutions position peaked at $1.18M in Q4 2025.
436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.