Creative Planning’s Zurn Elkay Water Solutions ZWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.69M	Buy	104,656 +8,727	+9%	+$417K	﹤0.01%	1252
2025 Q4	$4.46M	Buy	95,929 +14,018	+17%	+$658K	﹤0.01%	1084
2025 Q3	$3.85M	Buy	81,911 +24,140	+42%	+$1.04M	﹤0.01%	1036
2025 Q2	$2.11M	Buy	57,771 +15,729	+37%	+$541K	﹤0.01%	1267
2025 Q1	$1.39M	Buy	42,042 +854	+2%	+$30.8K	﹤0.01%	1459
2024 Q4	$1.54M	Buy	41,188 +11,635	+39%	+$444K	﹤0.01%	1309
2024 Q3	$1.06M	Buy	29,553 +14,452	+96%	+$457K	﹤0.01%	1470
2024 Q2	$444K	Buy	15,101 +2,281	+18%	+$71.8K	﹤0.01%	2031
2024 Q1	$429K	Buy	12,820 +4,273	+50%	+$132K	﹤0.01%	1963
2023 Q4	$251K	Buy	+8,547	New	+$242K	﹤0.01%	2226
2017 Q3	–	Sell	-955	Closed	-$11K	–	3774
2017 Q2	$11K	Sell	955 -46	-5%	-$516	﹤0.01%	3588
2017 Q1	$11K	Buy	1,001 +378	+61%	+$4.07K	﹤0.01%	3551
2016 Q4	$6K	Hold	623	–	–	﹤0.01%	3880
2016 Q3	$6K	Buy	623 +104	+20%	+$1.05K	﹤0.01%	3832
2016 Q2	$5K	Hold	519	–	–	﹤0.01%	3670
2016 Q1	$5K	Buy	+519	New	+$4.4K	﹤0.01%	3615