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Twin Peaks Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-239
Closed -$10.7K – 2287
2026
Q1 		$10.7K Buy
+239
New +$11.4K ﹤0.01% 1032
2025
Q3 		– Sell
-356
Closed -$16.1K – 2212
2025
Q2 		$16.1K Buy
+356
New +$12.3K 0.01% 688

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
JT
Jupiter Topco New York $245B AUM

Twin Peaks Wealth Advisors's ZWS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2026, closing a stake of 239 shares — an estimated $10.7K sold.

Twin Peaks Wealth Advisors first reported a position in ZWS in Q2 2025 and held it in 2 quarters. The position peaked at $16.1K in Q2 2025. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Zurn Elkay Water Solutions position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 239 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $10.7K.
  • Twin Peaks Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Zurn Elkay Water Solutions position peaked at $16.1K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.