WT
ZWS icon

Whittier Trust’s Zurn Elkay Water Solutions ZWS Stock Holding History

Whittier Trust’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 		$38.1K Buy
776
+54
+7% +$2.64K ﹤0.01% 913
2026
Q1 		$32.6K Hold
722
– – ﹤0.01% 909
2025
Q4 		$33.5K Hold
722
– – ﹤0.01% 945
2025
Q3 		$33.8K Hold
722
– – ﹤0.01% 922
2025
Q2 		$26.4K Buy
+722
New +$24.9K ﹤0.01% 1066
2024
Q4 		– Sell
-183
Closed -$6.58K – 1610
2024
Q3 		$6.58K Buy
+183
New +$5.79K ﹤0.01% 1342
2023
Q4 		– Sell
-22
Closed -$616 – 1697
2023
Q3 		$616 Buy
+22
New +$629 ﹤0.01% 1559
2022
Q3 		– Sell
-66
Closed -$2K – 1779
2022
Q2 		$2K Buy
+66
New +$2K ﹤0.01% 1591

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

Whittier Trust's ZWS Position: Q2 2026 in Review

Whittier Trust increased its Zurn Elkay Water Solutions (ZWS) stake by 7.5% in Q2 2026, buying an estimated $2.64K and bringing the position to 776 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Whittier Trust first reported a position in ZWS in Q2 2022 and has held it in 8 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Whittier Trust held 776 shares of Zurn Elkay Water Solutions worth $38.1K as of Q2 2026.
  • Whittier Trust bought 54 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $2.64K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #913 holding.
  • Whittier Trust first reported a position in Zurn Elkay Water Solutions in Q2 2022 and has held it in 8 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.