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

NewSquare 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
Q3 		– Sell
-16
Closed -$585 – 1279
2025
Q2 		$585 Buy
+16
New +$551 ﹤0.01% 1123

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's ZWS Position: Q3 2025 in Review

NewSquare Capital sold out of Zurn Elkay Water Solutions (ZWS) in Q3 2025, closing a stake of 16 shares — an estimated $585 sold.

NewSquare Capital first reported a position in ZWS in Q2 2025 and held it in 1 quarter. The position peaked at $585 in Q2 2025. 370 funds tracked by Wall St. Rank hold ZWS as of Q3 2025.

  • NewSquare Capital reported no remaining Zurn Elkay Water Solutions position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 16 Zurn Elkay Water Solutions shares in Q3 2025, an estimated $585.
  • NewSquare Capital first reported a position in Zurn Elkay Water Solutions in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's Zurn Elkay Water Solutions position peaked at $585 in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.