Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Mueller Water Products MWA Stock Holding History

Carson Wealth (CWM 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
Q1 		$130K Buy
4,747
+1,316
+38% +$36.5K ﹤0.01% 3053
2025
Q4 		$82K Sell
3,431
-1,031
-23% -$25.5K ﹤0.01% 3214
2025
Q3 		$114K Buy
4,462
+350
+9% +$8.93K ﹤0.01% 2876
2025
Q2 		$99K Sell
4,112
-7,124
-63% -$176K ﹤0.01% 2735
2025
Q1 		$286K Buy
11,236
+8,478
+307% +$213K ﹤0.01% 1699
2024
Q4 		$62K Buy
2,758
+468
+20% +$11K ﹤0.01% 2635
2024
Q3 		$50K Buy
2,290
+1,102
+93% +$22.2K ﹤0.01% 2698
2024
Q2 		$21K Buy
1,188
+191
+19% +$3.29K ﹤0.01% 3084
2024
Q1 		$16K Buy
997
+378
+61% +$5.62K ﹤0.01% 3044
2023
Q4 		$9K Buy
619
+60
+11% +$793 ﹤0.01% 3247
2023
Q3 		$7K Sell
559
-339
-38% -$4.88K ﹤0.01% 3311
2023
Q2 		$15K Buy
898
+429
+91% +$6.1K ﹤0.01% 2823
2023
Q1 		$7K Buy
469
+73
+18% +$950 ﹤0.01% 3149
2022
Q4 		$4K Sell
396
-12
-3% -$134 ﹤0.01% 3310
2022
Q3 		$4K Buy
408
+172
+73% +$2K ﹤0.01% 3189
2022
Q2 		$3K Buy
236
+151
+178% +$1.82K ﹤0.01% 3216
2022
Q1 		$1K Sell
85
-188
-69% -$2.43K ﹤0.01% 3377
2021
Q4 		$4K Buy
+273
New +$4.1K ﹤0.01% 2856
2018
Q1 		– Sell
-408
Closed -$5K – 1497
2017
Q4 		$5K Hold
408
– – ﹤0.01% 1098
2017
Q3 		$5K Buy
+408
New +$4.84K ﹤0.01% 1085

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 $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MWA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Mueller Water Products (MWA) stake by 38% in Q1 2026, buying an estimated $36.5K and bringing the position to 4,747 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Carson Wealth (CWM LLC) first reported a position in MWA in Q3 2017 and has held it in 20 quarters since. The position peaked at $286K in Q1 2025. 426 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,747 shares of Mueller Water Products worth $130K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,316 Mueller Water Products shares in Q1 2026, an estimated $36.5K.
  • Mueller Water Products made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3053 holding.
  • Carson Wealth (CWM LLC) first reported a position in Mueller Water Products in Q3 2017 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Mueller Water Products position peaked at $286K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.