HAG
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HighPoint Advisor Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

HighPoint Advisor Group’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 		– Sell
-29,709
Closed -$1.38M – 1056
2025
Q4 		$1.38M Buy
29,709
+133
+0.4% +$6.24K 0.03% 390
2025
Q3 		$1.39M Sell
29,576
-71,142
-71% -$3.07M 0.07% 209
2025
Q2 		$3.68M Sell
100,718
-36,917
-27% -$1.27M 0.2% 90
2025
Q1 		$4.7M Sell
137,635
-137,910
-50% -$4.97M 0.27% 61
2024
Q4 		$10.2M Buy
275,545
+137,683
+100% +$5.25M 0.55% 32
2024
Q3 		$5.11M Sell
137,862
-23,433
-15% -$741K 0.3% 57
2024
Q2 		$5.2M Hold
161,295
– – 0.31% 59
2024
Q1 		$5.25M Hold
161,295
– – 0.37% 46
2023
Q4 		$5.21M Buy
+161,295
New +$4.57M 0.37% 48

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