JWA
ZWS icon

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

JFS 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
2026
Q2 		$3.18K Buy
63
+18
+40% +$880 ﹤0.01% 1455
2026
Q1 		$2.02K Buy
45
+6
+15% +$287 ﹤0.01% 1501
2025
Q4 		$1.81K Buy
39
+31
+388% +$1.46K ﹤0.01% 1578
2025
Q3 		$377 Hold
8
– – ﹤0.01% 1798
2025
Q2 		$293 Sell
8
-27
-77% -$929 ﹤0.01% 1761
2025
Q1 		$1.16K Buy
35
+27
+338% +$973 ﹤0.01% 1620
2024
Q4 		$299 Hold
8
– – ﹤0.01% 1824
2024
Q3 		$288 Buy
8
+2
+33% +$63 ﹤0.01% 1847
2024
Q2 		$177 Hold
6
– – ﹤0.01% 1901
2024
Q1 		$201 Sell
6
-3
-33% -$92 ﹤0.01% 1894
2023
Q4 		$265 Hold
9
– – ﹤0.01% 1874
2023
Q3 		$253 Hold
9
– – ﹤0.01% 1834
2023
Q2 		$243 Sell
9
-20
-69% -$455 ﹤0.01% 1856
2023
Q1 		$620 Sell
29
-38
-57% -$836 ﹤0.01% 1687
2022
Q4 		$1.42K Buy
67
+53
+379% +$1.25K ﹤0.01% 1504
2022
Q3 		$0 Hold
14
– – ﹤0.01% 1955
2022
Q2 		$0 Sell
14
-143
-91% -$4.34K ﹤0.01% 1964
2022
Q1 		$6K Buy
157
+88
+128% +$2.93K ﹤0.01% 1007
2021
Q4 		$3K Buy
+69
New +$2.48K ﹤0.01% 1007

Other funds holding ZWS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return