MOTCO’s Zurn Elkay Water Solutions ZWS Stock Holding History

MOTCO’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 Q2	–	Sell	-200	Closed	-$6.6K	–	689
2025 Q1	$6.6K	Buy	+200	New	+$7.21K	﹤0.01%	443

Other funds holding ZWS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MOTCO's ZWS Position: Q2 2025 in Review

MOTCO sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2025, closing a stake of 200 shares — an estimated $6.6K sold.

MOTCO first reported a position in ZWS in Q1 2025 and held it in 1 quarter. The position peaked at $6.6K in Q1 2025. 347 funds tracked by Wall St. Rank hold ZWS as of Q2 2025.

MOTCO reported no remaining Zurn Elkay Water Solutions position as of Q2 2025 after selling out during the quarter.
MOTCO sold 200 Zurn Elkay Water Solutions shares in Q2 2025, an estimated $6.6K.
MOTCO first reported a position in Zurn Elkay Water Solutions in Q1 2025 and held it in 1 quarter.
MOTCO's Zurn Elkay Water Solutions position peaked at $6.6K in Q1 2025.
347 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2025.

Based on MOTCO's 13F filing for Q2 2025, filed 1 Aug 2025.