Bank Julius Baer & Co
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Bank Julius Baer & Co’s Mueller Water Products MWA Stock Holding History

Bank Julius Baer & Co’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 		$192K Sell
7,000
-3,000
-30% -$83.2K ﹤0.01% 504
2025
Q4 		$238K Hold
10,000
– – ﹤0.01% 474
2025
Q3 		$255K Sell
10,000
-9,000
-47% -$230K ﹤0.01% 470
2025
Q2 		$457K Hold
19,000
– – ﹤0.01% 391
2025
Q1 		$483K Buy
19,000
+1,783
+10% +$44.7K ﹤0.01% 368
2024
Q4 		$427K Buy
17,217
+1,189
+7% +$27.9K ﹤0.01% 367
2024
Q3 		$412K Sell
16,028
-1,045
-6% -$21K ﹤0.01% 347
2024
Q2 		$340K Sell
17,073
-1,927
-10% -$33.1K ﹤0.01% 304
2024
Q1 		$306K Hold
19,000
– – ﹤0.01% 357
2023
Q4 		$274K Sell
19,000
-233
-1% -$3.08K ﹤0.01% 375
2023
Q3 		$244K Buy
19,233
+582
+3% +$8.38K ﹤0.01% 371
2023
Q2 		$303K Sell
18,651
-349
-2% -$4.96K ﹤0.01% 377
2023
Q1 		$265K Hold
19,000
– – ﹤0.01% 408
2022
Q4 		$204K Buy
19,000
+300
+2% +$3.35K ﹤0.01% 422
2022
Q3 		$192K Sell
18,700
-300
-2% -$3.49K ﹤0.01% 406
2022
Q2 		$223K Hold
19,000
– – ﹤0.01% 396
2022
Q1 		$245K Hold
19,000
– – ﹤0.01% 401
2021
Q4 		$274K Hold
19,000
– – ﹤0.01% 498
2021
Q3 		$289K Sell
19,000
-1
-0% -$15 ﹤0.01% 506
2021
Q2 		$274K Buy
19,001
+1
+0% +$14 ﹤0.01% 535
2021
Q1 		$264K Buy
19,000
+18
+0.1% +$234 ﹤0.01% 519
2020
Q4 		$235K Sell
18,982
-18
-0.1% -$207 ﹤0.01% 543
2020
Q3 		$197K Hold
19,000
– – ﹤0.01% 514
2020
Q2 		$179K Sell
19,000
-170
-0.9% -$1.52K ﹤0.01% 486
2020
Q1 		$152K Buy
+19,170
New +$211K ﹤0.01% 436

Other funds holding MWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank Julius Baer & Co's MWA Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Mueller Water Products (MWA) stake by 30% in Q1 2026, selling an estimated $83.2K and leaving 7,000 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Bank Julius Baer & Co first reported a position in MWA in Q1 2020 and has held it in 25 quarters since. The position peaked at $483K in Q1 2025. 425 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Bank Julius Baer & Co held 7,000 shares of Mueller Water Products worth $192K as of Q1 2026.
  • Bank Julius Baer & Co sold 3,000 Mueller Water Products shares in Q1 2026, an estimated $83.2K.
  • Mueller Water Products made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #504 holding.
  • Bank Julius Baer & Co first reported a position in Mueller Water Products in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Mueller Water Products position peaked at $483K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.