EWA
ZWS icon

EverSource Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

EverSource Wealth Advisors’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 		$250K Buy
5,584
+1,924
+53% +$91.9K 0.01% 931
2025
Q4 		$170K Sell
3,660
-1,211
-25% -$56.8K 0.01% 1026
2025
Q3 		$229K Sell
4,871
-1,929
-28% -$83.3K 0.01% 837
2025
Q2 		$249K Sell
6,800
-2,850
-30% -$98.1K 0.01% 768
2025
Q1 		$318K Sell
9,650
-250
-3% -$9.01K 0.02% 504
2024
Q4 		$369K Buy
9,900
+127
+1% +$4.84K 0.02% 450
2024
Q3 		$351K Buy
9,773
+152
+2% +$4.81K 0.02% 407
2024
Q2 		$312K Buy
9,621
+61
+0.6% +$1.92K 0.02% 429
2024
Q1 		$299K Buy
9,560
+291
+3% +$8.96K 0.02% 374
2023
Q4 		$273K Buy
+9,269
New +$263K 0.03% 362

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