Stifel Financial
ZWS icon

Stifel Financial’s Zurn Elkay Water Solutions ZWS Stock Holding History

Stifel Financial’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 		$20M Buy
445,155
+18,421
+4% +$880K 0.02% 642
2025
Q4 		$19.8M Sell
426,734
-34,567
-7% -$1.62M 0.02% 632
2025
Q3 		$21.7M Sell
461,301
-24,201
-5% -$1.04M 0.02% 599
2025
Q2 		$17.8M Sell
485,502
-15,539
-3% -$535K 0.02% 645
2025
Q1 		$16.5M Sell
501,041
-10,253
-2% -$369K 0.02% 638
2024
Q4 		$19.1M Sell
511,294
-14,416
-3% -$550K 0.02% 588
2024
Q3 		$18.9M Sell
525,710
-4,244
-0.8% -$134K 0.02% 595
2024
Q2 		$15.6M Sell
529,954
-1,455
-0.3% -$45.8K 0.02% 631
2024
Q1 		$17.8M Buy
531,409
+25,140
+5% +$774K 0.02% 594
2023
Q4 		$14.9M Buy
506,269
+491,093
+3,236% +$13.9M 0.02% 624
2023
Q3 		$425K Sell
15,176
-1,697
-10% -$48.5K ﹤0.01% 2584
2023
Q2 		$454K Buy
16,873
+1,444
+9% +$32.9K ﹤0.01% 2578
2023
Q1 		$330K Buy
+15,429
New +$340K ﹤0.01% 2750
2019
Q3 		– Sell
-207,199
Closed -$3.02M – 2991
2019
Q2 		$3.02M Buy
+207,199
New +$2.79M 0.01% 1082

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