ZWJ INVESTMENT COUNSEL INC HAYW — HAYWARD HLDGS INC

Ownership history in ZWJ INVESTMENT COUNSEL INC  ·  4 quarters on record

AI Ownership Summary

ZWJ INVESTMENT COUNSEL INC reported HAYWARD HLDGS INC (HAYW) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows HAYW at 0.01% 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.

What this HAYW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZWJ INVESTMENT COUNSEL INC's position in HAYWARD HLDGS INC, 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 Q2

HAYW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

HAYW stock page ZWJ INVESTMENT COUNSEL INC fund profile ZWJ INVESTMENT COUNSEL INC full holdings
How ZWJ INVESTMENT COUNSEL INC held HAYW — position size vs. price
% of Fund (quarterly)    HAYW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,938 +235 +1.3% 0.01% $311K 2026-07-16 $14.90
2026 Q1 ADDED — — — 17,703 +2,480 +16.3% 0.01% $237K 2026-04-24 $15.36
2025 Q4 REDUCED 6.8% -13.4% ✅ 15,223 -1,108 -6.8% 0.01% $235K 2026-01-23 $16.49
2025 Q3 INITIATED — — — 16,331 — — 0.01% $247K 2025-10-15 $15.45

🏢 Other funds also holding HAYW

As of 2026 Q2 — sorted by position size

Leith Wheeler Investment Counsel Ltd. 3Y 7Y 0.74% Granite Investment Partners, LLC 3Y 7Y 0.69% Seed Wealth Management, Inc. 3Y 0.22% Birch Hill Investment Advisors LLC 3Y 7Y 0.21% HARBOR CAPITAL ADVISORS, INC. 3Y 0.19% Sendero Wealth Management, LLC 3Y 0.15% AXQ CAPITAL, LP 3Y 0.13% FOX RUN MANAGEMENT, L.L.C. 3Y 7Y 0.1% MIRABELLA FINANCIAL SERVICES LLP 3Y 0.06% VICTORY CAPITAL MANAGEMENT INC 3Y 7Y 0.05%

FAQ About ZWJ INVESTMENT COUNSEL INC and HAYW

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

How long has ZWJ INVESTMENT COUNSEL INC reported owning HAYW?

ZWJ INVESTMENT COUNSEL INC reported HAYW across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported HAYW position in ZWJ INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for HAYW was 0.01% in 2026 Q2.

What is the latest reported HAYW position on this page?

The most recent filing on this page is 2026 Q2, when ZWJ INVESTMENT COUNSEL INC reported 17,938 shares, equal to 0.01% of portfolio, with an estimated market value of $311K.

What does the chart on this HAYW ownership page compare?

The chart compares ZWJ INVESTMENT COUNSEL INC's quarterly HAYW 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.

How well did ZWJ INVESTMENT COUNSEL INC time their HAYW position?

Based on 13F filing dates vs. subsequent HAYW price moves, ZWJ INVESTMENT COUNSEL INC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HAYW relative to SPY over the holding period was -19.8%.

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