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Stephens Consulting’s Zurn Elkay Water Solutions ZWS Stock Holding History

Stephens Consulting’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
-30
Closed -$990 – 2043
2025
Q1 		$990 Buy
+30
New +$1.08K ﹤0.01% 650
2024
Q3 		– Sell
-65
Closed -$1.91K – 663
2024
Q2 		$1.91K Buy
+65
New +$2.05K ﹤0.01% 517

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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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stephens Consulting's ZWS Position: Q2 2025 in Review

Stephens Consulting sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2025, closing a stake of 30 shares — an estimated $990 sold.

Stephens Consulting first reported a position in ZWS in Q2 2024 and held it in 2 quarters. The position peaked at $1.91K in Q2 2024. 347 funds tracked by Wall St. Rank hold ZWS as of Q2 2025.

  • Stephens Consulting reported no remaining Zurn Elkay Water Solutions position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Zurn Elkay Water Solutions shares in Q2 2025, an estimated $990.
  • Stephens Consulting first reported a position in Zurn Elkay Water Solutions in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Zurn Elkay Water Solutions position peaked at $1.91K in Q2 2024.
  • 347 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.