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Wealthspire Advisors (New York)’s Zurn Elkay Water Solutions ZWS Stock Holding History

Wealthspire Advisors (New York)’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
-155
Closed -$7.29K – 2962
2025
Q3 		$7.29K Buy
+155
New +$6.69K ﹤0.01% 2175

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s ZWS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Zurn Elkay Water Solutions (ZWS) in Q4 2025, closing a stake of 155 shares — an estimated $7.29K sold.

Wealthspire Advisors (New York) first reported a position in ZWS in Q3 2025 and held it in 1 quarter. The position peaked at $7.29K in Q3 2025. 386 funds tracked by Wall St. Rank hold ZWS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Zurn Elkay Water Solutions position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 155 Zurn Elkay Water Solutions shares in Q4 2025, an estimated $7.29K.
  • Wealthspire Advisors (New York) first reported a position in Zurn Elkay Water Solutions in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Zurn Elkay Water Solutions position peaked at $7.29K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.