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Balboa Wealth Partners’s Mueller Water Products MWA Stock Holding History

Balboa Wealth Partners’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 		$489K Sell
18,932
-78
-0.4% -$2.09K 0.07% 244
2026
Q1 		$523K Buy
19,010
+4,566
+32% +$127K 0.09% 191
2025
Q4 		$344K Sell
14,444
-353
-2% -$8.75K 0.06% 257
2025
Q3 		$378K Sell
14,797
-144
-1% -$3.67K 0.07% 224
2025
Q2 		$359K Buy
14,941
+146
+1% +$3.61K 0.07% 212
2025
Q1 		$376K Buy
14,795
+1,820
+14% +$45.6K 0.09% 163
2024
Q4 		$292K Buy
+12,975
New +$305K 0.07% 217

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 $3.37T AUM 44.26% 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

Balboa Wealth Partners's MWA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Mueller Water Products (MWA) stake by 0.41% in Q2 2026, selling an estimated $2.09K and leaving 18,932 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #244.

Balboa Wealth Partners first reported a position in MWA in Q4 2024 and has held it in 7 quarters since. The position peaked at $523K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Balboa Wealth Partners held 18,932 shares of Mueller Water Products worth $489K as of Q2 2026.
  • Balboa Wealth Partners sold 78 Mueller Water Products shares in Q2 2026, an estimated $2.09K.
  • Mueller Water Products made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • Balboa Wealth Partners first reported a position in Mueller Water Products in Q4 2024 and has held it in 7 quarters since.
  • Balboa Wealth Partners's Mueller Water Products position peaked at $523K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.