PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Zurn Elkay Water Solutions ZWS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024 Q1	–	Sell	-3,792	Closed	-$112K	–	380
2023 Q4	$112K	Buy	3,792 +9	+0.2%	+$255	0.07%	135
2023 Q3	$106K	Sell	3,783 -2,334	-38%	-$66.7K	0.08%	125
2023 Q2	$164K	Sell	6,117 -729	-11%	-$16.6K	0.12%	96
2023 Q1	$146K	Buy	+6,846	New	+$151K	0.12%	96

Other funds holding ZWS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ZWS Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2024, closing a stake of 3,792 shares — an estimated $112K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ZWS in Q1 2023 and held it in 4 quarters. The position peaked at $164K in Q2 2023. 300 funds tracked by Wall St. Rank hold ZWS as of Q1 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Zurn Elkay Water Solutions position as of Q1 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,792 Zurn Elkay Water Solutions shares in Q1 2024, an estimated $112K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Zurn Elkay Water Solutions in Q1 2023 and held it in 4 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Zurn Elkay Water Solutions position peaked at $164K in Q2 2023.
300 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.