Wealth Alliance’s Zurn Elkay Water Solutions ZWS Stock Holding History

Wealth Alliance’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	$430K	Sell	9,261 -160	-2%	-$7.74K	0.03%	346
2026 Q2	$476K	Buy	9,421 +185	+2%	+$9.05K	0.04%	328
2026 Q1	$414K	Buy	9,236 +428	+5%	+$20.4K	0.04%	338
2025 Q4	$409K	Buy	8,808 +427	+5%	+$20K	0.04%	352
2025 Q3	$394K	Sell	8,381 -65	-0.8%	-$2.81K	0.04%	358
2025 Q2	$309K	Buy	8,446 +112	+1%	+$3.86K	0.03%	399
2025 Q1	$275K	Buy	8,334 +39	+0.5%	+$1.4K	0.03%	414
2024 Q4	$309K	Buy	8,295 +131	+2%	+$5K	0.04%	376
2024 Q3	$293K	Buy	8,164 +307	+4%	+$9.7K	0.04%	403
2024 Q2	$231K	Sell	7,857 -41	-0.5%	-$1.29K	0.03%	452
2024 Q1	$264K	Buy	7,898 +133	+2%	+$4.1K	0.03%	431
2023 Q4	$228K	Buy	+7,765	New	+$220K	0.03%	456

Other funds holding ZWS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Wealth Alliance's ZWS Position: Q3 2026 in Review

Wealth Alliance reduced its Zurn Elkay Water Solutions (ZWS) stake by 1.7% in Q3 2026, selling an estimated $7.74K and leaving 9,261 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #346.

Wealth Alliance first reported a position in ZWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $476K in Q2 2026. 339 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

Wealth Alliance held 9,261 shares of Zurn Elkay Water Solutions worth $430K as of Q3 2026.
Wealth Alliance sold 160 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $7.74K.
Zurn Elkay Water Solutions made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #346 holding.
Wealth Alliance first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 12 quarters since.
Wealth Alliance's Zurn Elkay Water Solutions position peaked at $476K in Q2 2026.
339 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.