GWM
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Gitterman Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Gitterman Wealth Management’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
2025
Q3 		– Sell
-3,068
Closed -$112K – 340
2025
Q2 		$112K Sell
3,068
-4,541
-60% -$156K 0.03% 235
2025
Q1 		$251K Buy
7,609
+137
+2% +$4.93K 0.07% 88
2024
Q4 		$279K Buy
7,472
+1,603
+27% +$61.1K 0.12% 78
2024
Q3 		$211K Buy
+5,869
New +$186K 0.09% 115
2023
Q4 		– Sell
-8,085
Closed -$227K – 113
2023
Q3 		$227K Sell
8,085
-1,313
-14% -$37.5K 0.11% 57
2023
Q2 		$253K Buy
+9,398
New +$214K 0.12% 53
2022
Q2 		– Sell
-6,212
Closed -$220K – 110
2022
Q1 		$220K Buy
+6,212
New +$207K 0.18% 80
2021
Q3 		– Sell
-8,489
Closed -$205K – 90
2021
Q2 		$205K Buy
+8,489
New +$204K 0.17% 63

Other funds holding ZWS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return