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TD Private Client Wealth’s Zurn Elkay Water Solutions ZWS Stock Holding History

TD Private Client 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
2026
Q1 		$1.73M Sell
38,518
-3,566
-8% -$170K 0.04% 272
2025
Q4 		$1.96M Sell
42,084
-7,651
-15% -$359K 0.04% 255
2025
Q3 		$2.34M Sell
49,735
-4,696
-9% -$203K 0.05% 223
2025
Q2 		$1.99M Sell
54,431
-2,628
-5% -$90.5K 0.05% 241
2025
Q1 		$1.88M Sell
57,059
-3,469
-6% -$125K 0.05% 234
2024
Q4 		$2.26M Sell
60,528
-2,105
-3% -$80.3K 0.06% 211
2024
Q3 		$2.25M Sell
62,633
-131
-0.2% -$4.14K 0.06% 224
2024
Q2 		$1.85M Sell
62,764
-228
-0.4% -$7.18K 0.06% 247
2024
Q1 		$2.11M Buy
62,992
+165
+0.3% +$5.08K 0.07% 227
2023
Q4 		$1.85M Buy
+62,827
New +$1.78M 0.07% 233

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