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Atala Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-1,181
Closed -$38.9K – 468
2025
Q1 		$38.9K Hold
1,181
– – 0.03% 198
2024
Q4 		$44.1K Buy
+1,181
New +$45K 0.03% 195

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Atala Financial's ZWS Position: Q2 2025 in Review

Atala Financial sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2025, closing a stake of 1,181 shares — an estimated $38.9K sold.

Atala Financial first reported a position in ZWS in Q4 2024 and held it in 2 quarters. The position peaked at $44.1K in Q4 2024. 347 funds tracked by Wall St. Rank hold ZWS as of Q2 2025.

  • Atala Financial reported no remaining Zurn Elkay Water Solutions position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 1,181 Zurn Elkay Water Solutions shares in Q2 2025, an estimated $38.9K.
  • Atala Financial first reported a position in Zurn Elkay Water Solutions in Q4 2024 and held it in 2 quarters.
  • Atala Financial's Zurn Elkay Water Solutions position peaked at $44.1K in Q4 2024.
  • 347 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.