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

Stephens Inc’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 		$246K Sell
5,477
-1,186
-18% -$56.7K ﹤0.01% 1125
2025
Q4 		$310K Sell
6,663
-562
-8% -$26.4K ﹤0.01% 1024
2025
Q3 		$340K Sell
7,225
-873
-11% -$37.7K ﹤0.01% 988
2025
Q2 		$296K Sell
8,098
-660
-8% -$22.7K ﹤0.01% 1016
2025
Q1 		$289K Sell
8,758
-377
-4% -$13.6K ﹤0.01% 1005
2024
Q4 		$341K Sell
9,135
-594
-6% -$22.7K ﹤0.01% 967
2024
Q3 		$350K Buy
9,729
+139
+1% +$4.4K 0.01% 964
2024
Q2 		$282K Buy
9,590
+284
+3% +$8.95K ﹤0.01% 1028
2024
Q1 		$311K Buy
+9,306
New +$286K ﹤0.01% 992

Other funds holding ZWS

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return