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Atria Investments’s Zurn Elkay Water Solutions ZWS Stock Holding History

Atria Investments’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 		$2.79M Sell
62,213
-7,519
-11% -$359K 0.03% 554
2025
Q4 		$3.24M Sell
69,732
-10,810
-13% -$507K 0.04% 536
2025
Q3 		$3.79M Sell
80,542
-3,506
-4% -$151K 0.04% 480
2025
Q2 		$3.07M Buy
84,048
+806
+1% +$27.7K 0.04% 553
2025
Q1 		$2.75M Buy
83,242
+4,308
+5% +$155K 0.04% 578
2024
Q4 		$2.94M Sell
78,934
-2,936
-4% -$112K 0.04% 534
2024
Q3 		$2.94M Sell
81,870
-467
-0.6% -$14.8K 0.04% 538
2024
Q2 		$2.42M Buy
82,337
+20,906
+34% +$658K 0.03% 579
2024
Q1 		$2.06M Sell
61,431
-3,059
-5% -$94.2K 0.03% 641
2023
Q4 		$1.9M Buy
+64,490
New +$1.83M 0.03% 618

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