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True Wealth Design’s Zurn Elkay Water Solutions ZWS Stock Holding History

True Wealth Design’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
Q4 		– Sell
-1
Closed -$48 – 2855
2025
Q3 		$48 Hold
1
– – ﹤0.01% 2579
2025
Q2 		$37 Hold
1
– – ﹤0.01% 2440
2025
Q1 		$33 Buy
+1
New +$36 ﹤0.01% 2490

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

True Wealth Design's ZWS Position: Q4 2025 in Review

True Wealth Design sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2025, closing a stake of 1 share — an estimated $48 sold.

True Wealth Design first reported a position in ZWS in Q1 2025 and held it in 3 quarters. The position peaked at $48 in Q3 2025. 386 funds tracked by Wall St. Rank hold ZWS as of Q4 2025.

  • True Wealth Design reported no remaining Zurn Elkay Water Solutions position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Zurn Elkay Water Solutions share in Q4 2025, an estimated $48.
  • True Wealth Design first reported a position in Zurn Elkay Water Solutions in Q1 2025 and held it in 3 quarters.
  • True Wealth Design's Zurn Elkay Water Solutions position peaked at $48 in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.