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Creative Planning ZWS Position History
Zurn Elkay Water Solutions Corporation • Manufacturing
Quarters held
8
Latest value
$8M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.8M |
| Q3 2025 | $70K |
| Q4 2025 | $4.5M |
| Q1 2026 | $4.7M |
| Q2 2026 | $85K |
| Q2 2026 | $6.9M |
| Q3 2026 | $78K |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 171.7K | — | — |
| Q3 2026 | $78K | 1.7K | — | — |
| Q2 2026 | $6.9M | 135.6K | — | — |
| Q2 2026 | $85K | 1.7K | — | — |
| Q1 2026 | $4.7M | 104.7K | — | — |
| Q4 2025 | $4.5M | 95.9K | — | — |
| Q3 2025 | $70K | 1.5K | — | — |
| Q3 2025 | $3.8M | 80.4K | — | — |
Other funds holding ZWS
$302.5M
$302.5M
$252.7M
$245.2M
$241.3M
$238.5M
$220.1M