ZWS β€” ZURN ELKAY WATER

Ownership history in CX Institutional  Β·  6 quarters on record

AI Ownership Summary

CX Institutional reported ZURN ELKAY WATER (ZWS) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows ZWS at 0.00% 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 CX Institutional's position in ZURN ELKAY WATER, 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
2026 Q1

ZWS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 CX Institutional held ZWS β€” position size vs. price
% of Fund (quarterly)    ZWS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 558 +1 +0.2% 0.00% $25 2026-04-06 $45.20
2025 Q4 ADDED 557 +52 +10.3% 0.00% $26K 2026-02-02 $46.83
2025 Q3 UNCHANGED 505 β€” 0% 0.00% $24K 2025-10-23 $45.63
2025 Q2 UNCHANGED 505 β€” 0% 0.00% $18K 2025-07-11 $37.54
2025 Q1 ADDED 505 +452 +852.8% 0.00% $17K 2025-04-15 $29.19
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CX Institutional and ZWS

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

How long has CX Institutional reported owning ZWS?

CX Institutional reported ZWS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ZWS position in CX Institutional's portfolio?

The largest reported portfolio weight for ZWS was 0.00% in 2025 Q4.

What is the latest reported ZWS position on this page?

The most recent filing on this page is 2026 Q1, when CX Institutional reported 558 shares, equal to 0.00% of portfolio, with an estimated market value of $25.

What does the chart on this ZWS ownership page compare?

The chart compares CX Institutional'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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