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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
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% +$3.85K 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
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
JT
Jupiter Topco New York $245B AUM

Wealth Alliance's ZWS Position: Q2 2026 in Review

Wealth Alliance increased its Zurn Elkay Water Solutions (ZWS) stake by 2% in Q2 2026, buying an estimated $9.05K and bringing the position to 9,421 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #328.

Wealth Alliance first reported a position in ZWS in Q4 2023 and has held it in 11 quarters since. 435 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Wealth Alliance held 9,421 shares of Zurn Elkay Water Solutions worth $476K as of Q2 2026.
  • Wealth Alliance bought 185 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $9.05K.
  • Zurn Elkay Water Solutions made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #328 holding.
  • Wealth Alliance first reported a position in Zurn Elkay Water Solutions in Q4 2023 and has held it in 11 quarters since.
  • 435 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.