LC
ZWS icon

Lindbrook Capital’s Zurn Elkay Water Solutions ZWS Stock Holding History

Lindbrook Capital’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
Q1 		$10.9K Buy
330
+8
+2% +$288 ﹤0.01% 1610
2024
Q4 		$12K Buy
322
+4
+1% +$153 ﹤0.01% 1555
2024
Q3 		$11.4K Hold
318
– – ﹤0.01% 1595
2024
Q2 		$9.35K Sell
318
-289
-48% -$9.1K ﹤0.01% 1660
2024
Q1 		$20.3K Hold
607
– – ﹤0.01% 1199
2023
Q4 		$17.9K Sell
607
-170
-22% -$4.82K ﹤0.01% 1239
2023
Q3 		$21.8K Buy
777
+25
+3% +$715 ﹤0.01% 1019
2023
Q2 		$20.2K Buy
752
+45
+6% +$1.02K ﹤0.01% 1082
2023
Q1 		$15.1K Sell
707
-28
-4% -$616 ﹤0.01% 1208
2022
Q4 		$15.5K Sell
735
-202
-22% -$4.77K ﹤0.01% 1197
2022
Q3 		$23K Buy
937
+27
+3% +$769 ﹤0.01% 931
2022
Q2 		$25K Buy
910
+118
+15% +$3.58K ﹤0.01% 900
2022
Q1 		$28K Buy
792
+779
+5,992% +$25.9K ﹤0.01% 879
2021
Q4 		$0 Sell
13
-14
-52% -$504 ﹤0.01% 2222
2021
Q3 		$1K Hold
27
– – ﹤0.01% 1804
2021
Q2 		$1K Hold
27
– – ﹤0.01% 1854
2021
Q1 		$1K Hold
27
– – ﹤0.01% 1819
2020
Q4 		$1K Hold
27
– – ﹤0.01% 1716
2020
Q3 		$0 Hold
27
– – ﹤0.01% 1857
2020
Q2 		$0 Sell
27
-66
-71% -$865 ﹤0.01% 1910
2020
Q1 		$1K Buy
+93
New +$1.36K ﹤0.01% 1597

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lindbrook Capital's ZWS Position: Q1 2025 in Review

Lindbrook Capital increased its Zurn Elkay Water Solutions (ZWS) stake by 2.5% in Q1 2025, buying an estimated $288 and bringing the position to 330 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Lindbrook Capital first reported a position in ZWS in Q1 2020 and has held it in 21 quarters since. The position peaked at $28K in Q1 2022. 351 funds tracked by Wall St. Rank hold ZWS as of Q1 2025.

  • Lindbrook Capital held 330 shares of Zurn Elkay Water Solutions worth $10.9K as of Q1 2025.
  • Lindbrook Capital bought 8 Zurn Elkay Water Solutions shares in Q1 2025, an estimated $288.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1610 holding.
  • Lindbrook Capital first reported a position in Zurn Elkay Water Solutions in Q1 2020 and has held it in 21 quarters since.
  • Lindbrook Capital's Zurn Elkay Water Solutions position peaked at $28K in Q1 2022.
  • 351 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.