ZWS β€” Zurn Water Solutions

Ownership history in Crescent Grove Advisors, LLC  Β·  17 quarters on record

AI Ownership Summary

Crescent Grove Advisors, LLC reported Zurn Water Solutions (ZWS) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.87% in 2025 Q3. The latest visible filing shows ZWS at 10.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ZWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crescent Grove Advisors, LLC's position in Zurn Water Solutions, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ZWS was reported at 10.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.87% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crescent Grove Advisors, LLC held ZWS β€” position size vs. price
% of Fund (quarterly)    ZWS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,324,647 -110,800 -4.5% 10.03% $108.1M 2026-02-14 (Est.) $51.19
2025 Q3 UNCHANGED 2,435,447 β€” 0% 10.87% $114.5M 2025-11-13 $46.18
2025 Q2 UNCHANGED 2,435,447 β€” 0% 8.63% $89.1M 2025-08-13 $45.55
2025 Q1 UNCHANGED 2,435,447 β€” 0% 8.37% $80.3M 2025-04-24 $33.43
2024 Q4 ADDED 2,435,447 +130,732 +5.7% 9.01% $90.8M 2025-01-21 $38.40
2024 Q3 UNCHANGED 2,304,715 β€” 0% 8.45% $82.8M 2024-10-30 $35.41
2024 Q2 UNCHANGED 2,304,715 β€” 0% 7.42% $67.8M 2024-07-22 $30.84
2024 Q1 ADDED 2,304,715 +178,861 +8.4% 8.04% $77.1M 2024-04-29 $31.37
2023 Q4 REDUCED 2,125,854 -16,600 -0.8% 6.97% $62.5M 2024-01-30 $29.81
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Crescent Grove Advisors, LLC and ZWS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crescent Grove Advisors, LLC reported owning ZWS?

Crescent Grove Advisors, LLC reported ZWS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ZWS position in Crescent Grove Advisors, LLC's portfolio?

The largest reported portfolio weight for ZWS was 10.87% in 2025 Q3.

What is the latest reported ZWS position on this page?

The most recent filing on this page is 2025 Q4, when Crescent Grove Advisors, LLC reported 2,324,647 shares, equal to 10.03% of portfolio, with an estimated market value of $108.1M.

What does the chart on this ZWS ownership page compare?

The chart compares Crescent Grove Advisors, LLC's quarterly ZWS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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