LPL Financial
ZWS icon

LPL Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

LPL Financial’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 		$3.44M Sell
76,614
-10,487
-12% -$501K ﹤0.01% 2978
2025
Q4 		$4.05M Sell
87,101
-1,891
-2% -$88.7K ﹤0.01% 2726
2025
Q3 		$4.19M Buy
88,992
+941
+1% +$40.6K ﹤0.01% 2630
2025
Q2 		$3.22M Sell
88,051
-10,132
-10% -$349K ﹤0.01% 2676
2025
Q1 		$3.24M Buy
98,183
+2,103
+2% +$75.8K ﹤0.01% 2504
2024
Q4 		$3.58M Buy
96,080
+6,477
+7% +$247K ﹤0.01% 2348
2024
Q3 		$3.22M Buy
89,603
+13,709
+18% +$434K ﹤0.01% 2314
2024
Q2 		$2.23M Buy
75,894
+11,343
+18% +$357K ﹤0.01% 2505
2024
Q1 		$2.16M Buy
64,551
+14,391
+29% +$443K ﹤0.01% 2480
2023
Q4 		$1.48M Buy
+50,160
New +$1.42M ﹤0.01% 2693
2021
Q4 		– Sell
-7,673
Closed -$238K – 4467
2021
Q3 		$238K Buy
+7,673
New +$215K ﹤0.01% 3829
2014
Q4 		– Sell
-23,866
Closed -$323K – 2803
2014
Q3 		$323K Buy
23,866
+3,610
+18% +$49.6K ﹤0.01% 2111
2014
Q2 		$275K Buy
+20,256
New +$269K ﹤0.01% 2270

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