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Williamson Legacy Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Williamson Legacy Group’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 		– Sell
-5,614
Closed -$261K – 110
2025
Q4 		$261K Sell
5,614
-17,548
-76% -$824K 0.2% 88
2025
Q3 		$1.09M Buy
+23,162
New +$1,000K 0.84% 58

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Williamson Legacy Group's ZWS Position: Q1 2026 in Review

Williamson Legacy Group sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2026, closing a stake of 5,614 shares — an estimated $261K sold.

Williamson Legacy Group first reported a position in ZWS in Q3 2025 and held it in 2 quarters. The position peaked at $1.09M in Q3 2025. 420 funds tracked by Wall St. Rank hold ZWS as of Q1 2026.

  • Williamson Legacy Group reported no remaining Zurn Elkay Water Solutions position as of Q1 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 5,614 Zurn Elkay Water Solutions shares in Q1 2026, an estimated $261K.
  • Williamson Legacy Group first reported a position in Zurn Elkay Water Solutions in Q3 2025 and held it in 2 quarters.
  • Williamson Legacy Group's Zurn Elkay Water Solutions position peaked at $1.09M in Q3 2025.
  • 420 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.