AF
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return