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Clearstead Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Clearstead Advisors’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 		– Sell
-137
Closed -$6.37K – 2875
2025
Q4 		$6.37K Buy
137
+17
+14% +$798 ﹤0.01% 1978
2025
Q3 		$5.64K Sell
120
-772
-87% -$33.3K ﹤0.01% 2110
2025
Q2 		$32.6K Buy
892
+66
+8% +$2.27K ﹤0.01% 1431
2025
Q1 		$27.2K Sell
826
-6,681
-89% -$241K ﹤0.01% 1330
2024
Q4 		$280K Sell
7,507
-72
-0.9% -$2.75K ﹤0.01% 750
2024
Q3 		$272K Sell
7,579
-338
-4% -$10.7K ﹤0.01% 754
2024
Q2 		$233K Buy
7,917
+7,873
+17,893% +$248K ﹤0.01% 771
2024
Q1 		$1.43K Hold
44
– – ﹤0.01% 1360
2023
Q4 		$1.29K Buy
+44
New +$1.25K ﹤0.01% 1365

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