Corient Private Wealth
ZWS icon

Corient Private Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

Corient Private Wealth’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 		$399K Sell
9,062
-12,690
-58% -$606K ﹤0.01% 2147
2025
Q4 		$1.02M Buy
21,752
+10,161
+88% +$477K ﹤0.01% 1877
2025
Q3 		$545K Sell
11,591
-526
-4% -$22.7K ﹤0.01% 1751
2025
Q2 		$443K Sell
12,117
-651
-5% -$22.4K ﹤0.01% 1769
2025
Q1 		$421K Sell
12,768
-1,135
-8% -$40.9K ﹤0.01% 1681
2024
Q4 		$519K Buy
13,903
+876
+7% +$33.4K ﹤0.01% 1599
2024
Q3 		$468K Buy
13,027
+1,608
+14% +$50.9K ﹤0.01% 1775
2024
Q2 		$336K Sell
11,419
-252
-2% -$7.94K ﹤0.01% 1841
2024
Q1 		$390K Sell
11,671
-8
-0.1% -$246 ﹤0.01% 1757
2023
Q4 		$343K Buy
+11,679
New +$331K ﹤0.01% 1801

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