BEI
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Benjamin Edwards Inc’s Zurn Elkay Water Solutions ZWS Stock Holding History

Benjamin Edwards Inc’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 		$515K Sell
11,492
-2,005
-15% -$95.8K 0.01% 990
2025
Q4 		$627K Sell
13,497
-171
-1% -$8.03K 0.01% 871
2025
Q3 		$643K Buy
13,668
+721
+6% +$31.1K 0.01% 854
2025
Q2 		$473K Sell
12,947
-891
-6% -$30.7K 0.01% 862
2025
Q1 		$456K Buy
13,838
+730
+6% +$26.3K 0.01% 816
2024
Q4 		$489K Buy
13,108
+252
+2% +$9.61K 0.01% 824
2024
Q3 		$462K Buy
12,856
+11,224
+688% +$355K 0.01% 819
2024
Q2 		$48K Buy
1,632
+153
+10% +$4.82K 0.01% 506
2024
Q1 		$50K Buy
1,479
+38
+3% +$1.17K 0.01% 482
2023
Q4 		$42K Buy
+1,441
New +$40.8K 0.01% 484

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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