Wealth Enhancement Advisory Services
ZWS icon

Wealth Enhancement Advisory Services’s Zurn Elkay Water Solutions ZWS Stock Holding History

Wealth Enhancement Advisory Services’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 		$520K Buy
11,243
+1,609
+17% +$77.8K ﹤0.01% 2776
2026
Q2 		$456K Buy
+9,634
New +$471K ﹤0.01% 2770

Other funds holding ZWS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZWS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Zurn Elkay Water Solutions (ZWS) stake by 17% in Q3 2026, buying an estimated $77.8K and bringing the position to 11,243 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2776.

Wealth Enhancement Advisory Services first reported a position in ZWS in Q2 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold ZWS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 11,243 shares of Zurn Elkay Water Solutions worth $520K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,609 Zurn Elkay Water Solutions shares in Q3 2026, an estimated $77.8K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2776 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zurn Elkay Water Solutions in Q2 2026 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.