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Bogart Wealth LLC’s Mueller Water Products MWA Stock Holding History

Bogart Wealth LLC’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 		$1.73K Hold
67
– – ﹤0.01% 1497
2026
Q1 		$1.84K Buy
+67
New +$1.86K ﹤0.01% 1293
2025
Q4 		– Sell
-290
Closed -$7.4K – 1650
2025
Q3 		$7.4K Hold
290
– – ﹤0.01% 888
2025
Q2 		$6.97K Hold
290
– – ﹤0.01% 870
2025
Q1 		$7.37K Buy
+290
New +$7.27K ﹤0.01% 833

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's MWA Position: Q2 2026 in Review

Bogart Wealth LLC held its Mueller Water Products (MWA) position steady in Q2 2026 at 67 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Bogart Wealth LLC first reported a position in MWA in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.4K in Q3 2025. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Bogart Wealth LLC held 67 shares of Mueller Water Products worth $1.73K as of Q2 2026.
  • Bogart Wealth LLC left its Mueller Water Products share count unchanged in Q2 2026.
  • Mueller Water Products made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1497 holding.
  • Bogart Wealth LLC first reported a position in Mueller Water Products in Q1 2025 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Mueller Water Products position peaked at $7.4K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.