EverSource Wealth Advisors, LLC
Position in ZWS — Zurn Elkay Water Solutions Corp
CIK 1710537
BIRMINGHAM, AL
Position in ZWS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$236,174
-$14,208 QoQ
Shares Held
4,674
-16.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#301
of 434 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZWS Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $434,596 across 7 Pollution & Treatment Controls names. ZWS ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZWS |
Zurn Elkay Water Solutions Corp
This page
|
4,674 | $236,174 | |
| 2 | VLTO |
Veralto Corp
|
1,956 | $173,455 | |
| 3 | CECO |
Ceco Environmental Corp
|
123 | $11,158 | |
| 4 | PCT |
PureCycle Technologies, Inc.
|
579 | $4,694 | |
| 5 | ARQ |
Arq, Inc.
|
1,812 | $4,618 | |
| 6 | CDZI |
Cadiz Inc
|
621 | $2,595 | |
| 7 | ERII |
Energy Recovery, Inc.
|
211 | $1,902 |
All Filings in ZWS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,174 | 4,674 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $250,382 | 5,584 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $170,150 | 3,660 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $229,082 | 4,871 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,675 | 6,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $318,257 | 9,650 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $369,269 | 9,900 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $351,241 | 9,773 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $282,857 | 9,621 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $319,973 | 9,560 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $272,600 | 9,269 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||