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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Twin Peaks Wealth Advisors's ZWS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q1 2026: 239 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ZWS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ZWS in Q2 2025 and has held it in 2 quarters since. The position peaked at $16.1K in Q2 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 239 shares of Zurn Elkay Water Solutions worth $10.7K as of Q1 2026.
  • Zurn Elkay Water Solutions was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1032 holding.
  • Twin Peaks Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Zurn Elkay Water Solutions position peaked at $16.1K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.