Vontobel Holding’s Zurn Elkay Water Solutions ZWS Stock Holding History

Vontobel Holding’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 Q3	$3.33M	Buy	71,679 +41,023	+134%	+$1.98M	0.01%	530
2026 Q2	$1.55M	Buy	30,656 +5,359	+21%	+$262K	﹤0.01%	690
2026 Q1	$1.13M	Buy	+25,297	New	+$1.21M	﹤0.01%	634
2023 Q1	–	Sell	-33,634	Closed	-$714K	–	1143
2022 Q4	$714K	Sell	33,634 -46,285	-58%	-$1.09M	0.01%	663
2022 Q3	$1.95M	Sell	79,919 -1,660	-2%	-$47.3K	0.02%	403
2022 Q2	$2.18M	Buy	81,579 +10,968	+16%	+$333K	0.02%	378
2022 Q1	$2.54M	Buy	+70,611	New	+$2.35M	0.02%	384

Other funds holding ZWS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Vontobel Holding's ZWS Position: Q3 2026 in Review

Vontobel Holding increased its Zurn Elkay Water Solutions (ZWS) stake by 134% in Q3 2026, buying an estimated $1.98M and bringing the position to 71,679 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #530.

Vontobel Holding first reported a position in ZWS in Q1 2022 and has held it in 7 quarters since. 190 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

Vontobel Holding held 71,679 shares of Zurn Elkay Water Solutions worth $3.33M as of Q3 2026.
Vontobel Holding bought 41,023 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $1.98M.
Zurn Elkay Water Solutions made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #530 holding.
Vontobel Holding first reported a position in Zurn Elkay Water Solutions in Q1 2022 and has held it in 7 quarters since.
190 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.