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Principia Wealth Advisory’s Zurn Elkay Water Solutions ZWS Stock Holding History

Principia Wealth Advisory’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
Q1 		– Sell
-9
Closed -$336 – 918
2024
Q4 		$336 Buy
+9
New +$343 ﹤0.01% 656

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Principia Wealth Advisory's ZWS Position: Q1 2025 in Review

Principia Wealth Advisory sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2025, closing a stake of 9 shares — an estimated $336 sold.

Principia Wealth Advisory first reported a position in ZWS in Q4 2024 and held it in 1 quarter. The position peaked at $336 in Q4 2024. 351 funds tracked by Wall St. Rank hold ZWS as of Q1 2025.

  • Principia Wealth Advisory reported no remaining Zurn Elkay Water Solutions position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 9 Zurn Elkay Water Solutions shares in Q1 2025, an estimated $336.
  • Principia Wealth Advisory first reported a position in Zurn Elkay Water Solutions in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's Zurn Elkay Water Solutions position peaked at $336 in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.