TWM
ZWS icon

Thrive Wealth Management’s Zurn Elkay Water Solutions ZWS Stock Holding History

Thrive Wealth Management’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
Q2 		$440K Buy
8,702
+483
+6% +$23.6K 0.06% 150
2026
Q1 		$369K Sell
8,219
-875
-10% -$41.8K 0.05% 151
2025
Q4 		$423K Buy
9,094
+381
+4% +$17.9K 0.06% 144
2025
Q3 		$410K Buy
8,713
+323
+4% +$13.9K 0.06% 146
2025
Q2 		$307K Buy
8,390
+177
+2% +$6.09K 0.05% 173
2025
Q1 		$271K Buy
8,213
+928
+13% +$33.4K 0.05% 178
2024
Q4 		$272K Sell
7,285
-183
-2% -$6.98K 0.05% 165
2024
Q3 		$268K Buy
+7,468
New +$236K 0.05% 179
2024
Q2 		– Sell
-6,887
Closed -$231K – 229
2024
Q1 		$231K Buy
+6,887
New +$212K 0.05% 191

Other funds holding ZWS

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
EA
Everpar Advisors Tulsa, Oklahoma $352M AUM 37.56% 1-Year Est. Return
PEWA
Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return