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Sanctuary Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Sanctuary 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
2026
Q1 		$2.54M Sell
56,705
-3,165
-5% -$151K 0.01% 832
2025
Q4 		$2.78M Sell
59,870
-142
-0.2% -$6.66K 0.02% 765
2025
Q3 		$2.82M Buy
60,012
+5,163
+9% +$223K 0.02% 732
2025
Q2 		$2.01M Buy
54,849
+744
+1% +$25.6K 0.01% 846
2025
Q1 		$1.78M Sell
54,105
-4,103
-7% -$148K 0.01% 830
2024
Q4 		$2.29M Buy
58,208
+389
+0.7% +$14.8K 0.01% 803
2024
Q3 		$2.31M Sell
57,819
-2,785
-5% -$88.1K 0.01% 799
2024
Q2 		$1.92M Buy
+60,604
New +$1.91M 0.01% 828

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VPM
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VCM
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return