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SVB Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

SVB Wealth’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
-51
Closed -$1.68K – 1669
2025
Q1 		$1.68K Buy
+51
New +$1.84K ﹤0.01% 1266

Other funds holding ZWS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 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 $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SVB Wealth's ZWS Position: Q2 2025 in Review

SVB Wealth sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2025, closing a stake of 51 shares — an estimated $1.68K sold.

SVB Wealth first reported a position in ZWS in Q1 2025 and held it in 1 quarter. The position peaked at $1.68K in Q1 2025. 347 funds tracked by Wall St. Rank hold ZWS as of Q2 2025.

  • SVB Wealth reported no remaining Zurn Elkay Water Solutions position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 51 Zurn Elkay Water Solutions shares in Q2 2025, an estimated $1.68K.
  • SVB Wealth first reported a position in Zurn Elkay Water Solutions in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Zurn Elkay Water Solutions position peaked at $1.68K in Q1 2025.
  • 347 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.