Position in ZWS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,937,111
+$2,244,336 QoQ
Shares Held
137,287
+31.2% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 434 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ZWS Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026Creative Planning holds $17,131,858 across 6 Pollution & Treatment Controls names. ZWS ranks #1 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
This page
|
137,287 | $6,937,111 | |
| 2 | VLTO |
Veralto Corp
|
74,709 | $6,625,193 | |
| 3 | CECO |
Ceco Environmental Corp
|
34,198 | $3,103,126 | |
| 4 | ERII |
Energy Recovery, Inc.
|
29,645 | $267,397 | |
| 5 | PCT |
PureCycle Technologies, Inc.
|
17,277 | $140,116 | |
| 6 | ARQ |
Arq, Inc.
|
23,104 | $58,915 |
All Filings in ZWS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,937,111 | 137,287 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,692,775 | 104,656 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,459,739 | 95,929 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,852,273 | 81,911 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,112,685 | 57,771 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,386,545 | 42,042 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,536,312 | 41,188 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,062,134 | 29,553 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $443,968 | 15,101 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $429,085 | 12,820 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $251,367 | 8,547 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||