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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Boyar Asset Management's MWA Position: Q1 2026 in Review

Boyar Asset Management increased its Mueller Water Products (MWA) stake by 41% in Q1 2026, buying an estimated $658K and bringing the position to 82,256 shares worth $2.26M. The position accounts for 1.29% of the portfolio, ranked #22.

Boyar Asset Management first reported a position in MWA in Q4 2020 and has held it in 22 quarters since. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Boyar Asset Management held 82,256 shares of Mueller Water Products worth $2.26M as of Q1 2026.
  • Boyar Asset Management bought 23,722 Mueller Water Products shares in Q1 2026, an estimated $658K.
  • Mueller Water Products made up 1.29% of Boyar Asset Management's portfolio in Q1 2026, its #22 holding.
  • Boyar Asset Management first reported a position in Mueller Water Products in Q4 2020 and has held it in 22 quarters since.
  • 424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.