ZWS β€” ZURN WATER SOLUTIONS CORP

Ownership history in Spire Wealth Management  Β·  9 quarters on record

AI Ownership Summary

Spire Wealth Management reported ZURN WATER SOLUTIONS CORP (ZWS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. 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 Spire Wealth Management's position in ZURN WATER SOLUTIONS CORP, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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 Q3

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 Spire Wealth Management held ZWS β€” position size vs. price
% of Fund (quarterly)    ZWS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 160 β€” 0% 0.00% $8K 2025-10-23 $45.63
2025 Q2 REDUCED 160 -100 -38.5% 0.00% $6K 2025-08-04 $43.69
2025 Q1 REDUCED 260 -86 -24.9% 0.00% $9K 2025-04-23 $32.36
2024 Q4 ADDED 346 +86 +33.1% 0.00% $13K 2025-01-24 $38.35
2024 Q3 REDUCED 260 -79 -23.3% 0.00% $9K 2024-10-15 $36.16
2024 Q2 REDUCED 339 -29 -7.9% 0.00% $10K 2024-07-31 $31.93
2024 Q1 UNCHANGED 368 β€” 0% 0.00% $12K 2024-04-24 $31.52
2023 Q4 ADDED 368 +268 +268.0% 0.00% $11K 2024-02-06 $31.20
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ZWS

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.0%

FAQ About Spire Wealth Management and ZWS

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

How long has Spire Wealth Management reported owning ZWS?

Spire Wealth Management reported ZWS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ZWS position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for ZWS was 0.00% in 2024 Q4.

What is the latest reported ZWS position on this page?

The most recent filing on this page is 2025 Q3, when Spire Wealth Management reported 160 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this ZWS ownership page compare?

The chart compares Spire Wealth Management'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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