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Spire Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-160
Closed -$7.53K – 2498
2025
Q3 		$7.53K Hold
160
– – ﹤0.01% 1858
2025
Q2 		$5.85K Sell
160
-100
-38% -$3.44K ﹤0.01% 1899
2025
Q1 		$8.57K Sell
260
-86
-25% -$3.1K ﹤0.01% 1883
2024
Q4 		$12.9K Buy
346
+86
+33% +$3.28K ﹤0.01% 1771
2024
Q3 		$9.34K Sell
260
-79
-23% -$2.5K ﹤0.01% 1654
2024
Q2 		$9.97K Sell
339
-29
-8% -$913 ﹤0.01% 1634
2024
Q1 		$12.3K Hold
368
– – ﹤0.01% 1652
2023
Q4 		$10.6K Buy
368
+268
+268% +$7.59K ﹤0.01% 1742
2023
Q3 		$2.8K Buy
+100
New +$2.86K ﹤0.01% 2065
2021
Q2 		– Sell
-11,345
Closed -$261K – 3006
2021
Q1 		$261K Buy
+11,345
New +$244K 0.01% 945

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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Spire Wealth Management's ZWS Position: Q4 2025 in Review

Spire Wealth Management sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2025, closing a stake of 160 shares — an estimated $7.53K sold.

Spire Wealth Management first reported a position in ZWS in Q1 2021 and held it in 10 quarters. The position peaked at $261K in Q1 2021. 386 funds tracked by Wall St. Rank hold ZWS as of Q4 2025.

  • Spire Wealth Management reported no remaining Zurn Elkay Water Solutions position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 160 Zurn Elkay Water Solutions shares in Q4 2025, an estimated $7.53K.
  • Spire Wealth Management first reported a position in Zurn Elkay Water Solutions in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Zurn Elkay Water Solutions position peaked at $261K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.