Zurn Elkay Water Solutions Corporation
US ˙ NYSE ˙ US98983L1089

SecurityZWS / Zurn Elkay Water Solutions Corporation
InstitutionWealth Alliance
Latest Disclosed Ownership9,236 shares
Latest Disclosed Value $ 414,142
Wealth Alliance reports 4.86% increase in ownership of ZWS / Zurn Elkay Water Solutions Corporation

On May 14, 2026 - Wealth Alliance filed a 13F-HR form disclosing ownership of 9,236 shares of Zurn Elkay Water Solutions Corporation (US:ZWS) valued at $414,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,808 shares of Zurn Elkay Water Solutions Corporation. This represents a change in shares of 4.86% during the quarter. The current value of the position is $438,063 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ZURN ELKAY WATER SOLNS COM 98983L108 9,236 428 4.86 414 1.22 0.0409
2026-02-13 2025-12-31 13F ZURN ELKAY WATER SOLNS COM 98983L108 8,808 427 5.09 409 3.81 0.0401
2025-11-07 2025-09-30 13F ZURN ELKAY WATER SOLNS COM 98983L108 8,381 -65 -0.77 394 27.92 0.0405
2025-08-08 2025-06-30 13F ZURN ELKAY WATER SOLNS COM 98983L108 8,446 112 1.34 309 12.41 0.0345
2025-05-05 2025-03-31 13F ZURN ELKAY WATER SOLNS COM 98983L108 8,334 39 0.47 275 -11.33 0.0333
2025-02-03 2024-12-31 13F ZURN ELKAY WATER SOLNS COM 98983L108 8,295 131 1.60 309 5.46 0.0370
2024-11-04 2024-09-30 13F ZURN ELKAY WATER SOLNS COM 98983L108 8,164 307 3.91 293 27.39 0.0350
2024-08-09 2024-06-30 13F ZURN ELKAY WATER SOLNS COM 98983L108 7,857 -41 -0.52 231 -12.88 0.0298
2024-05-10 2024-03-31 13F ZURN ELKAY WATER SOLNS COM 98983L108 7,898 133 1.71 264 15.79 0.0347
2024-01-30 2023-12-31 13F ZURN ELKAY WATER SOLNS COM 98983L108 7,765 7,765 228 0.0320
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.