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Congress Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Congress Wealth Management’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 		$1.59M Buy
43,549
+613
+1% +$21.1K 0.02% 600
2025
Q1 		$1.42M Buy
+42,936
New +$1.55M 0.02% 558

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

Congress Wealth Management's ZWS Position: Q2 2025 in Review

Congress Wealth Management increased its Zurn Elkay Water Solutions (ZWS) stake by 1.4% in Q2 2025, buying an estimated $21.1K and bringing the position to 43,549 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #600.

Congress Wealth Management first reported a position in ZWS in Q1 2025 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold ZWS as of Q2 2025.

  • Congress Wealth Management held 43,549 shares of Zurn Elkay Water Solutions worth $1.59M as of Q2 2025.
  • Congress Wealth Management bought 613 Zurn Elkay Water Solutions shares in Q2 2025, an estimated $21.1K.
  • Zurn Elkay Water Solutions made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #600 holding.
  • Congress Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2025 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.