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United Capital Financial Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

United Capital Financial 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 		$221K Buy
+4,368
New +$214K ﹤0.01% 1513
2019
Q3 		– Sell
-51,611
Closed -$751K – 1510
2019
Q2 		$751K Sell
51,611
-7,761
-13% -$104K ﹤0.01% 902
2019
Q1 		$719K Buy
+59,372
New +$738K 0.01% 872

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's ZWS Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Zurn Elkay Water Solutions (ZWS) in Q2 2026: 4,368 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in ZWS as recently as Q2 2019.

United Capital Financial Advisors first reported a position in ZWS in Q1 2019 and has held it in 3 quarters since. The position peaked at $751K in Q2 2019. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • United Capital Financial Advisors held 4,368 shares of Zurn Elkay Water Solutions worth $221K as of Q2 2026.
  • Zurn Elkay Water Solutions was a new United Capital Financial Advisors position in Q2 2026.
  • Zurn Elkay Water Solutions made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1513 holding.
  • United Capital Financial Advisors first reported a position in Zurn Elkay Water Solutions in Q1 2019 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Zurn Elkay Water Solutions position peaked at $751K in Q2 2019.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.