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Mather Group’s Zurn Elkay Water Solutions ZWS Stock Holding History

Mather Group’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 		$13K Buy
+290
New +$13.9K ﹤0.01% 1380
2025
Q4 		– Sell
-290
Closed -$13.6K – 1678
2025
Q3 		$13.6K Buy
+290
New +$12.5K ﹤0.01% 1204
2025
Q2 		– Sell
-290
Closed -$9.56K – 1762
2025
Q1 		$9.56K Hold
290
– – ﹤0.01% 1263
2024
Q4 		$10.8K Buy
290
+230
+383% +$8.77K ﹤0.01% 1227
2024
Q3 		$2.16K Sell
60
-70
-54% -$2.21K ﹤0.01% 1477
2024
Q2 		$4.35K Buy
130
+70
+117% +$2.21K ﹤0.01% 1665
2024
Q1 		$1.76K Buy
+60
New +$1.85K ﹤0.01% 1563
2022
Q1 		– Sell
-12,553
Closed -$457K – 477
2021
Q4 		$457K Buy
+12,553
New +$452K 0.01% 237

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