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Vest Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Vest Financial’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 		$1.84M Buy
36,336
+491
+1% +$24K 0.02% 347
2026
Q1 		$1.61M Buy
35,845
+3,484
+11% +$166K 0.02% 346
2025
Q4 		$1.5M Buy
+32,361
New +$1.52M 0.02% 339

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

Vest Financial's ZWS Position: Q2 2026 in Review

Vest Financial increased its Zurn Elkay Water Solutions (ZWS) stake by 1.4% in Q2 2026, buying an estimated $24K and bringing the position to 36,336 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #347.

Vest Financial first reported a position in ZWS in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Vest Financial held 36,336 shares of Zurn Elkay Water Solutions worth $1.84M as of Q2 2026.
  • Vest Financial bought 491 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $24K.
  • Zurn Elkay Water Solutions made up 0.02% of Vest Financial's portfolio in Q2 2026, its #347 holding.
  • Vest Financial first reported a position in Zurn Elkay Water Solutions in Q4 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.