UFF
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USA Financial Formulas’s Zurn Elkay Water Solutions ZWS Stock Holding History

USA Financial Formulas’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 		– Sell
-393
Closed -$18.3K – 527
2025
Q4 		$18.3K Buy
+393
New +$18.4K ﹤0.01% 272
2024
Q1 		– Sell
-807
Closed -$23.7K – 431
2023
Q4 		$23.7K Buy
+807
New +$22.9K ﹤0.01% 232
2022
Q1 		– Sell
-3,279
Closed -$119K – 512
2021
Q4 		$119K Buy
3,279
+1,161
+55% +$41.8K 0.1% 104
2021
Q3 		$66K Sell
2,118
-564
-21% -$15.8K 0.06% 173
2021
Q2 		$65K Buy
+2,682
New +$64.5K 0.05% 183
2018
Q3 		– Sell
-21,395
Closed -$306K – 427
2018
Q2 		$306K Sell
21,395
-67
-0.3% -$947 0.07% 244
2018
Q1 		$307K Buy
+21,462
New +$294K 0.07% 243

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