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 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%	+$3.85K	0.03%	399
2025 Q1	$275K	Buy	8,334 +39	+0.5%	+$1.41K	0.03%	414
2024 Q4	$309K	Buy	8,295 +131	+2%	+$5K	0.04%	376
2024 Q3	$293K	Buy	8,164 +307	+4%	+$9.71K	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%	+$4.09K	0.03%	431
2023 Q4	$228K	Buy	+7,765	New	+$220K	0.03%	456

Other funds holding ZWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealth Alliance's ZWS Position: Q1 2026 in Review

Wealth Alliance increased its Zurn Elkay Water Solutions (ZWS) stake by 4.9% in Q1 2026, buying an estimated $20.4K and bringing the position to 9,236 shares worth $414K. The position accounts for 0.04% of the portfolio, ranked #338.

Wealth Alliance first reported a position in ZWS in Q4 2023 and has held it in 10 quarters since. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

Wealth Alliance held 9,236 shares of Zurn Elkay Water Solutions worth $414K as of Q1 2026.
Wealth Alliance bought 428 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $20.4K.
Zurn Elkay Water Solutions made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #338 holding.
Wealth Alliance first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 10 quarters since.
420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.