Envestnet Portfolio Solutions
ZWS icon

Envestnet Portfolio Solutions’s Zurn Elkay Water Solutions ZWS Stock Holding History

Envestnet Portfolio Solutions’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 		$225K Sell
5,017
-2,579
-34% -$123K ﹤0.01% 1230
2025
Q4 		$353K Sell
7,596
-2,923
-28% -$137K ﹤0.01% 1202
2025
Q3 		$495K Sell
10,519
-2,487
-19% -$107K ﹤0.01% 1037
2025
Q2 		$476K Sell
13,006
-2,200
-14% -$75.7K ﹤0.01% 1109
2025
Q1 		$502K Sell
15,206
-6,266
-29% -$226K ﹤0.01% 1048
2024
Q4 		$801K Sell
21,472
-1,081
-5% -$41.2K ﹤0.01% 1029
2024
Q3 		$811K Buy
22,553
+13
+0.1% +$411 ﹤0.01% 979
2024
Q2 		$663K Buy
22,540
+1,754
+8% +$55.2K ﹤0.01% 1012
2024
Q1 		$696K Buy
20,786
+2,375
+13% +$73.1K ﹤0.01% 983
2023
Q4 		$541K Buy
+18,411
New +$521K ﹤0.01% 1011

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