Beverly Hills Private Wealth’s Mueller Water Products MWA Stock Holding History

Beverly Hills Private Wealth’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	$265K	Hold	10,255	–	–	0.05%	215
2026 Q1	$282K	Hold	10,255	–	–	0.05%	277
2025 Q4	$244K	Hold	10,255	–	–	0.04%	286
2025 Q3	$262K	Hold	10,255	–	–	0.05%	293
2025 Q2	$247K	Hold	10,255	–	–	0.05%	302
2025 Q1	$261K	Buy	10,255 +27	+0.3%	+$677	0.05%	293
2024 Q4	$230K	Buy	10,228 +28	+0.3%	+$658	0.05%	304
2024 Q3	$221K	Buy	10,200 +32	+0.3%	+$644	0.04%	311
2024 Q2	$182K	Buy	10,168 +34	+0.3%	+$585	0.04%	338
2024 Q1	$163K	Buy	10,134 +41	+0.4%	+$610	0.04%	346
2023 Q4	$145K	Buy	10,093 +49	+0.5%	+$648	0.04%	328
2023 Q3	$127K	Buy	10,044 +22	+0.2%	+$317	0.04%	284
2023 Q2	$142K	Buy	10,022 +22	+0.2%	+$313	0.02%	311
2023 Q1	$139K	Buy	+10,000	New	+$130K	0.04%	272

Other funds holding MWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beverly Hills Private Wealth's MWA Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Mueller Water Products (MWA) position steady in Q2 2026 at 10,255 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #215.

Beverly Hills Private Wealth first reported a position in MWA in Q1 2023 and has held it in 14 quarters since. The position peaked at $282K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

Beverly Hills Private Wealth held 10,255 shares of Mueller Water Products worth $265K as of Q2 2026.
Beverly Hills Private Wealth left its Mueller Water Products share count unchanged in Q2 2026.
Mueller Water Products made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #215 holding.
Beverly Hills Private Wealth first reported a position in Mueller Water Products in Q1 2023 and has held it in 14 quarters since.
Beverly Hills Private Wealth's Mueller Water Products position peaked at $282K in Q1 2026.
427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.