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

Visionary 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	$398K	Sell	7,867 -2,600	-25%	-$127K	0.02%	478
2026 Q1	$469K	Sell	10,467 -2,410	-19%	-$115K	0.02%	413
2025 Q4	$599K	Sell	12,877 -5,085	-28%	-$239K	0.03%	350
2025 Q3	$845K	Sell	17,962 -11,434	-39%	-$494K	0.04%	303
2025 Q2	$1.08M	Hold	29,396	–	–	0.05%	265
2025 Q1	$969K	Sell	29,396 -1,230	-4%	-$44.3K	0.06%	264
2024 Q4	$1.14M	Sell	30,626 -6,700	-18%	-$255K	0.07%	237
2024 Q3	$1.34M	Sell	37,326 -789	-2%	-$25K	0.08%	219
2024 Q2	$1.12M	Hold	38,115	–	–	0.07%	231
2024 Q1	$1.28M	Sell	38,115 -15,000	-28%	-$462K	0.09%	215
2023 Q4	$1.56M	Sell	53,115 -3,642	-6%	-$103K	0.11%	180
2023 Q3	$1.59M	Sell	56,757 -15,000	-21%	-$429K	0.13%	162
2023 Q2	$1.93M	Sell	71,757 -7,873	-10%	-$179K	0.15%	144
2023 Q1	$1.7M	Sell	79,630 -4,000	-5%	-$88K	0.14%	148
2022 Q4	$1.77M	Hold	83,630	–	–	0.16%	127
2022 Q3	$2.05M	Buy	+83,630	New	+$2.38M	0.21%	107

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

Visionary Wealth Advisors's ZWS Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Zurn Elkay Water Solutions (ZWS) stake by 25% in Q2 2026, selling an estimated $127K and leaving 7,867 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #478.

Visionary Wealth Advisors first reported a position in ZWS in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q3 2022. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Visionary Wealth Advisors held 7,867 shares of Zurn Elkay Water Solutions worth $398K as of Q2 2026.
Visionary Wealth Advisors sold 2,600 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $127K.
Zurn Elkay Water Solutions made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #478 holding.
Visionary Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q3 2022 and has held it in 16 quarters since.
Visionary Wealth Advisors's Zurn Elkay Water Solutions position peaked at $2.05M in Q3 2022.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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