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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

ZWS holding history

Zurn Elkay Water Solutions Corp in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZWS overviewAll 13F holders of ZWSFull Q2 2026 holdings

Shares (Q2 2026)
4,674
Value
$236.2K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of ZWS by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,674$236.2K<0.1%−910−16.3%ReducedHolders
Q1 20265,584$250.4K<0.1%+1,924+52.6%AddedHolders
Q4 20253,660$170.2K<0.1%−1,211−24.9%ReducedHolders
Q3 20254,871$229.1K<0.1%−1,929−28.4%ReducedHolders
Q2 20256,800$248.7K<0.1%−2,850−29.5%ReducedHolders
Q1 20259,650$318.3K<0.1%−250−2.5%ReducedHolders
Q4 20249,900$369.3K<0.1%+127+1.3%AddedHolders
Q3 20249,773$351.3K<0.1%+152+1.6%AddedHolders
Q2 20249,621$312.3K<0.1%+61+0.6%AddedHolders
Q1 20249,560$299.0K<0.1%+291+3.1%AddedHolders
Q4 20239,269$272.6K<0.1%+9,269NewHolders