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

Grey Fox 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
2025
Q4 		– Sell
-263
Closed -$12.4K – 629
2025
Q3 		$12.4K Buy
+263
New +$11.4K ﹤0.01% 386

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Grey Fox Wealth Advisors's ZWS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2025, closing a stake of 263 shares — an estimated $12.4K sold.

Grey Fox Wealth Advisors first reported a position in ZWS in Q3 2025 and held it in 1 quarter. The position peaked at $12.4K in Q3 2025. 386 funds tracked by Wall St. Rank hold ZWS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Zurn Elkay Water Solutions position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 263 Zurn Elkay Water Solutions shares in Q4 2025, an estimated $12.4K.
  • Grey Fox Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Zurn Elkay Water Solutions position peaked at $12.4K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.