Creative Planning

Position in ZWS — Zurn Elkay Water Solutions Corp

CIK 1540235 OVERLAND PARK, KS

Position in ZWS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,692,775

+$233,036 QoQ

Shares Held

104,656

+9.1% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.6077052438465067.ToString("F0")% Shared 0.ToString("F0")% None 99.3922947561535.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $13,527,297 across 5 Pollution & Treatment Controls names. ZWS ranks #2 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLTO	Veralto Corp	74,998	$6,631,323
2	ZWS	Zurn Elkay Water Solutions Corp This page	104,656	$4,692,775
3	CECO	Ceco Environmental Corp	34,512	$2,056,224
4	PCT	PureCycle Technologies, Inc.	17,940	$93,108
5	CLIR	ClearSign Technologies Corp	12,355	$53,867

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,692,775	104,656	+9.1%	Shares	Sole	2026-05-12
2025-12-31	$4,459,739	95,929	+17.1%	Shares	Sole	2026-02-17
2025-09-30	$3,852,273	81,911	+41.8%	Shares	Sole	2025-11-14
2025-06-30	$2,112,685	57,771	+37.4%	Shares	Defined	2025-08-08
2025-03-31	$1,386,545	42,042	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$1,536,312	41,188	+39.4%	Shares	Defined	2025-02-14
2024-09-30	$1,062,134	29,553	+95.7%	Shares	Defined	2024-10-11
2024-06-30	$443,968	15,101	+17.8%	Shares	Defined	2024-08-15
2024-03-31	$429,085	12,820	+50.0%	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.