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Allworth Financial’s Mueller Water Products MWA Stock Holding History

Allworth 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
2026
Q2 		$19.2K Sell
742
-52
-7% -$1.39K ﹤0.01% 3235
2026
Q1 		$21.8K Buy
794
+83
+12% +$2.3K ﹤0.01% 2929
2025
Q4 		$16.9K Sell
711
-21
-3% -$520 ﹤0.01% 2920
2025
Q3 		$18.7K Sell
732
-14
-2% -$357 ﹤0.01% 2752
2025
Q2 		$17.9K Buy
746
+20
+3% +$495 ﹤0.01% 2595
2025
Q1 		$19.2K Buy
726
+177
+32% +$4.44K ﹤0.01% 2105
2024
Q4 		$12.9K Buy
549
+532
+3,129% +$12.5K ﹤0.01% 2333
2024
Q3 		$369 Hold
17
– – ﹤0.01% 3485
2024
Q2 		$336 Hold
17
– – ﹤0.01% 3469
2024
Q1 		$274 Buy
17
+2
+13% +$30 ﹤0.01% 3410
2023
Q4 		$216 Sell
15
-5
-25% -$66 ﹤0.01% 3279
2023
Q3 		$254 Buy
+20
New +$288 ﹤0.01% 3198

Other funds holding MWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's MWA Position: Q2 2026 in Review

Allworth Financial reduced its Mueller Water Products (MWA) stake by 6.5% in Q2 2026, selling an estimated $1.39K and leaving 742 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Allworth Financial first reported a position in MWA in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.8K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Allworth Financial held 742 shares of Mueller Water Products worth $19.2K as of Q2 2026.
  • Allworth Financial sold 52 Mueller Water Products shares in Q2 2026, an estimated $1.39K.
  • Mueller Water Products made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3235 holding.
  • Allworth Financial first reported a position in Mueller Water Products in Q3 2023 and has held it in 12 quarters since.
  • Allworth Financial's Mueller Water Products position peaked at $21.8K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.