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 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

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

Vontobel Holding's ZWS Position: Q2 2026 in Review

Vontobel Holding increased its Zurn Elkay Water Solutions (ZWS) stake by 21% in Q2 2026, buying an estimated $262K and bringing the position to 30,656 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Vontobel Holding first reported a position in ZWS in Q1 2022 and has held it in 6 quarters since. The position peaked at $2.54M in Q1 2022. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

Vontobel Holding held 30,656 shares of Zurn Elkay Water Solutions worth $1.55M as of Q2 2026.
Vontobel Holding bought 5,359 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $262K.
Zurn Elkay Water Solutions made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #690 holding.
Vontobel Holding first reported a position in Zurn Elkay Water Solutions in Q1 2022 and has held it in 6 quarters since.
Vontobel Holding's Zurn Elkay Water Solutions position peaked at $2.54M in Q1 2022.
435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.