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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gitterman Wealth Management's ZWS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2025, closing a stake of 3,068 shares — an estimated $112K sold.

Gitterman Wealth Management first reported a position in ZWS in Q2 2021 and held it in 8 quarters. The position peaked at $279K in Q4 2024. 370 funds tracked by Wall St. Rank hold ZWS as of Q3 2025.

Gitterman Wealth Management reported no remaining Zurn Elkay Water Solutions position as of Q3 2025 after selling out during the quarter.
Gitterman Wealth Management sold 3,068 Zurn Elkay Water Solutions shares in Q3 2025, an estimated $112K.
Gitterman Wealth Management first reported a position in Zurn Elkay Water Solutions in Q2 2021 and held it in 8 quarters.
Gitterman Wealth Management's Zurn Elkay Water Solutions position peaked at $279K in Q4 2024.
370 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.