BFG
ZWS icon

Bleakley Financial Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bleakley Financial Group’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 		$999K Buy
22,285
+394
+2% +$18.8K 0.02% 523
2025
Q4 		$1.02M Buy
21,891
+963
+5% +$45.2K 0.02% 477
2025
Q3 		$984K Sell
20,928
-957
-4% -$41.3K 0.02% 424
2025
Q2 		$800K Sell
21,885
-491
-2% -$16.9K 0.02% 434
2025
Q1 		$738K Buy
22,376
+686
+3% +$24.7K 0.02% 384
2024
Q4 		$809K Buy
21,690
+819
+4% +$31.2K 0.02% 473
2024
Q3 		$750K Buy
20,871
+269
+1% +$8.51K 0.02% 479
2024
Q2 		$606K Sell
20,602
-818
-4% -$25.8K 0.02% 544
2024
Q1 		$717K Buy
21,420
+2,531
+13% +$77.9K 0.02% 515
2023
Q4 		$556K Buy
+18,889
New +$535K 0.02% 557

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