Advisornet Financial’s Mueller Water Products MWA Stock Holding History

Advisornet Financial’s Portfolio MWA Stock Details MWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30	Closed	-$766	–	2321
2025 Q3	$766	Hold	30	–	–	﹤0.01%	2002
2025 Q2	$721	Buy	+30	New	+$742	﹤0.01%	1993
2024 Q1	–	Sell	-37	Closed	-$533	–	2350
2023 Q4	$533	Sell	37 -1	-3%	-$13	﹤0.01%	2081
2023 Q3	$482	Hold	38	–	–	﹤0.01%	1992
2023 Q2	$617	Sell	38 -2	-5%	-$28	﹤0.01%	2006
2023 Q1	$558	Buy	40 +22	+122%	+$286	﹤0.01%	2043
2022 Q4	$194	Buy	+18	New	+$201	﹤0.01%	2213
2019 Q2	–	Sell	-400	Closed	-$4K	–	1757
2019 Q1	$4K	Sell	400 -700	-64%	-$7.04K	﹤0.01%	1352
2018 Q4	$10K	Hold	1,100	–	–	﹤0.01%	1083
2018 Q3	$13K	Hold	1,100	–	–	﹤0.01%	1065
2018 Q2	$13K	Hold	1,100	–	–	﹤0.01%	1068
2018 Q1	$12K	Hold	1,100	–	–	﹤0.01%	1055
2017 Q4	$14K	Buy	+1,100	New	+$13.6K	﹤0.01%	943

Other funds holding MWA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return