Boyar Asset Management
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Boyar Asset Management’s Mueller Water Products MWA Stock Holding History

Boyar Asset Management’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
Q3 		$1.24M Sell
58,183
-8,079
-12% -$197K 0.77% 30
2026
Q2 		$1.71M Sell
66,262
-15,994
-19% -$428K 0.98% 26
2026
Q1 		$2.26M Buy
82,256
+23,722
+41% +$658K 1.29% 22
2025
Q4 		$1.39M Sell
58,534
-1,879
-3% -$46.6K 0.88% 31
2025
Q3 		$1.54M Sell
60,413
-3,514
-5% -$89.7K 0.98% 26
2025
Q2 		$1.54M Buy
63,927
+2,086
+3% +$51.6K 1.01% 25
2025
Q1 		$1.57M Sell
61,841
-5,888
-9% -$148K 1.14% 21
2024
Q4 		$1.52M Buy
67,729
+75
+0.1% +$1.76K 1.01% 26
2024
Q3 		$1.47M Sell
67,654
-1,246
-2% -$25.1K 0.95% 29
2024
Q2 		$1.23M Sell
68,900
-398
-0.6% -$6.85K 0.85% 33
2024
Q1 		$1.12M Sell
69,298
-317
-0.5% -$4.72K 0.73% 37
2023
Q4 		$1M Sell
69,615
-5,239
-7% -$69.3K 0.75% 37
2023
Q3 		$949K Buy
74,854
+3
+0% +$43 0.75% 37
2023
Q2 		$1.21M Sell
74,851
-212
-0.3% -$3.02K 0.9% 33
2023
Q1 		$1.05M Sell
75,063
-658
-0.9% -$8.56K 0.81% 33
2022
Q4 		$815K Sell
75,721
-16,216
-18% -$181K 0.66% 37
2022
Q3 		$944K Buy
91,937
+16,223
+21% +$189K 0.78% 35
2022
Q2 		$888K Buy
75,714
+78
+0.1% +$939 0.73% 37
2022
Q1 		$977K Buy
75,636
+2,953
+4% +$38.1K 0.63% 40
2021
Q4 		$1.05M Buy
72,683
+107
+0.1% +$1.61K 0.63% 41
2021
Q3 		$1.1M Buy
72,576
+1,430
+2% +$22K 0.73% 37
2021
Q2 		$1.03M Buy
71,146
+1,602
+2% +$23K 0.66% 40
2021
Q1 		$966K Buy
69,544
+31,249
+82% +$406K 0.65% 40
2020
Q4 		$474K Buy
+38,295
New +$440K 0.36% 49

Other funds holding MWA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Lightrock Netherlands
Lightrock Netherlands Utrecht, Netherlands $478M AUM 30.92% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Swiss Life Asset Management
Swiss Life Asset Management Zurich $23.2B AUM 31.8% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Boyar Asset Management's MWA Position: Q3 2026 in Review

Boyar Asset Management reduced its Mueller Water Products (MWA) stake by 12% in Q3 2026, selling an estimated $197K and leaving 58,183 shares worth $1.24M. The position accounts for 0.77% of the portfolio, ranked #30.

Boyar Asset Management first reported a position in MWA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.26M in Q1 2026. 187 funds tracked by Wall St. Rank hold MWA as of Q3 2026.

  • Boyar Asset Management held 58,183 shares of Mueller Water Products worth $1.24M as of Q3 2026.
  • Boyar Asset Management sold 8,079 Mueller Water Products shares in Q3 2026, an estimated $197K.
  • Mueller Water Products made up 0.77% of Boyar Asset Management's portfolio in Q3 2026, its #30 holding.
  • Boyar Asset Management first reported a position in Mueller Water Products in Q4 2020 and has held it in 24 quarters since.
  • Boyar Asset Management's Mueller Water Products position peaked at $2.26M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2026.

Based on Boyar Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.