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Marshall & Sterling Wealth Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-116
Closed -$5.46K – 645
2025
Q3 		$5.46K Sell
116
-56
-33% -$2.42K ﹤0.01% 491
2025
Q2 		$6.29K Buy
+172
New +$5.92K ﹤0.01% 444

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 $32.2B AUM 10.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ZWS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2025, closing a stake of 116 shares — an estimated $5.46K sold.

Marshall & Sterling Wealth Advisors first reported a position in ZWS in Q2 2025 and held it in 2 quarters. The position peaked at $6.29K in Q2 2025. 386 funds tracked by Wall St. Rank hold ZWS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Zurn Elkay Water Solutions position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 116 Zurn Elkay Water Solutions shares in Q4 2025, an estimated $5.46K.
  • Marshall & Sterling Wealth Advisors first reported a position in Zurn Elkay Water Solutions in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Zurn Elkay Water Solutions position peaked at $6.29K in Q2 2025.
  • 386 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.