Avantax Advisory Services’s Mueller Water Products MWA Stock Holding History

Avantax Advisory Services’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 Q2	$1.02M	Buy	42,314 +1,630	+4%	+$40.3K	0.01%	1162
2025 Q1	$1.03M	Buy	40,684 +16,159	+66%	+$405K	0.01%	1072
2024 Q4	$552K	Buy	24,525 +2,949	+14%	+$69.3K	﹤0.01%	1374
2024 Q3	$468K	Sell	21,576 -2,426	-10%	-$48.8K	﹤0.01%	1453
2024 Q2	$430K	Sell	24,002 -65	-0.3%	-$1.12K	﹤0.01%	1466
2024 Q1	$387K	Buy	24,067 +10,817	+82%	+$161K	﹤0.01%	1165
2023 Q4	$191K	Sell	13,250 -5,171	-28%	-$68.4K	﹤0.01%	1485
2023 Q3	$234K	Sell	18,421 -94	-0.5%	-$1.35K	﹤0.01%	1338
2023 Q2	$301K	Buy	18,515 +789	+4%	+$11.2K	﹤0.01%	1185
2023 Q1	$247K	Buy	+17,726	New	+$231K	﹤0.01%	1257
2022 Q4	–	Sell	-11,554	Closed	-$119K	–	1451
2022 Q3	$119K	Sell	11,554 -182	-2%	-$2.12K	﹤0.01%	1263
2022 Q2	$138K	Buy	11,736 +231	+2%	+$2.78K	﹤0.01%	1233
2022 Q1	$148K	Buy	11,505 +2	+0%	+$26	﹤0.01%	1219
2021 Q4	$166K	Buy	11,503 +2	+0%	+$30	﹤0.01%	1190
2021 Q3	$176K	Buy	+11,501	New	+$177K	﹤0.01%	1123

Other funds holding MWA

BlackRock New York $5.72T 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

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

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

Avantax Advisory Services's MWA Position: Q2 2025 in Review

Avantax Advisory Services increased its Mueller Water Products (MWA) stake by 4% in Q2 2025, buying an estimated $40.3K and bringing the position to 42,314 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1162.

Avantax Advisory Services first reported a position in MWA in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2025. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

Avantax Advisory Services held 42,314 shares of Mueller Water Products worth $1.02M as of Q2 2025.
Avantax Advisory Services bought 1,630 Mueller Water Products shares in Q2 2025, an estimated $40.3K.
Mueller Water Products made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1162 holding.
Avantax Advisory Services first reported a position in Mueller Water Products in Q3 2021 and has held it in 15 quarters since.
Avantax Advisory Services's Mueller Water Products position peaked at $1.03M in Q1 2025.
375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.