EP
ZWS icon

Edgestream Partners’s Zurn Elkay Water Solutions ZWS Stock Holding History

Edgestream Partners’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 		$1.19M Buy
+26,508
New +$1.27M 0.04% 600
2025
Q2 		– Sell
-106,579
Closed -$3.51M – 1103
2025
Q1 		$3.51M Buy
106,579
+33,900
+47% +$1.22M 0.12% 333
2024
Q4 		$2.71M Buy
+72,679
New +$2.77M 0.12% 327
2023
Q3 		– Sell
-18,957
Closed -$510K – 1008
2023
Q2 		$510K Sell
18,957
-34,337
-64% -$782K 0.05% 525
2023
Q1 		$1.14M Sell
53,294
-234,095
-81% -$5.15M 0.13% 272
2022
Q4 		$6.08M Buy
287,389
+100,820
+54% +$2.38M 0.68% 20
2022
Q3 		$4.57M Buy
+186,569
New +$5.32M 0.35% 89

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