JCIA
ZWS icon

Jackson Creek Investment Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Jackson Creek Investment 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
2026
Q1 		$2.11M Sell
47,127
-1,412
-3% -$67.5K 0.62% 21
2025
Q4 		$2.26M Sell
48,539
-2,155
-4% -$101K 0.67% 15
2025
Q3 		$2.38M Sell
50,694
-22
-0% -$950 0.69% 16
2025
Q2 		$1.85M Buy
50,716
+6,685
+15% +$230K 0.5% 57
2025
Q1 		$1.45M Sell
44,031
-27
-0.1% -$973 0.46% 83
2024
Q4 		$1.64M Sell
44,058
-1,364
-3% -$52K 0.49% 60
2024
Q3 		$1.63M Buy
45,422
+10,135
+29% +$321K 0.48% 72
2024
Q2 		$1.04M Buy
+35,287
New +$1.11M 0.38% 129

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 $1.02T AUM 30.18% 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