AG
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Algert Global’s Zurn Elkay Water Solutions ZWS Stock Holding History

Algert Global’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.03M Buy
112,140
+40,250
+56% +$1.92M 0.08% 440
2025
Q4 		$3.34M Buy
+71,890
New +$3.37M 0.05% 570
2024
Q3 		– Sell
-14,718
Closed -$433K – 1634
2024
Q2 		$433K Buy
+14,718
New +$464K 0.01% 969
2023
Q2 		– Sell
-32,895
Closed -$703K – 1293
2023
Q1 		$703K Buy
+32,895
New +$724K 0.03% 745
2021
Q4 		– Sell
-13,210
Closed -$409K – 1138
2021
Q3 		$409K Buy
+13,210
New +$370K 0.05% 626

Other funds holding ZWS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return