Jones Financial Companies
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Jones Financial Companies’s Zurn Elkay Water Solutions ZWS Stock Holding History

Jones Financial Companies’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 		$111K Buy
2,502
+2,331
+1,363% +$111K ﹤0.01% 2627
2025
Q4 		$7.95K Sell
171
-135
-44% -$6.34K ﹤0.01% 3322
2025
Q3 		$14.3K Hold
306
– – ﹤0.01% 2942
2025
Q2 		$11.2K Buy
306
+29
+10% +$998 ﹤0.01% 2829
2025
Q1 		$9.13K Hold
277
– – ﹤0.01% 2757
2024
Q4 		$10.3K Buy
277
+77
+39% +$2.94K ﹤0.01% 2518
2024
Q3 		$7.13K Buy
+200
New +$6.33K ﹤0.01% 2342
2022
Q3 		– Sell
-18
Closed – – 753
2022
Q2 		$0 Sell
18
-49
-73% -$1.49K ﹤0.01% 850
2022
Q1 		$2K Buy
+67
New +$2.23K ﹤0.01% 659
2021
Q1 		– Sell
-376
Closed -$7K – 880
2020
Q4 		$7K Buy
+376
New +$6.45K ﹤0.01% 474

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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return