CWA
MWA icon

Clarus Wealth Advisors’s Mueller Water Products MWA Stock Holding History

Clarus Wealth Advisors’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
2025
Q2 		– Sell
-10,109
Closed -$251K – 94
2025
Q1 		$251K Sell
10,109
-358
-3% -$8.98K 0.13% 78
2024
Q4 		$233K Sell
10,467
-162
-2% -$3.81K 0.12% 111
2024
Q3 		$242K Sell
10,629
-293
-3% -$5.89K 0.12% 110
2024
Q2 		$202K Sell
10,922
-178
-2% -$3.06K 0.11% 125
2024
Q1 		$168K Hold
11,100
– – 0.1% 127
2023
Q4 		$155K Buy
+11,100
New +$147K 0.09% 121
2023
Q2 		$179K Buy
11,149
+403
+4% +$5.73K 0.11% 121
2023
Q1 		$140K Buy
+10,746
New +$140K 0.09% 121
2022
Q3 		– Sell
-11,827
Closed -$138K – 115
2022
Q2 		$138K Buy
11,827
+555
+5% +$6.68K 0.1% 96
2022
Q1 		$142K Hold
11,272
– – 0.09% 107
2021
Q4 		$155K Sell
11,272
-179
-2% -$2.69K 0.09% 101
2021
Q3 		$179K Buy
11,451
+829
+8% +$12.8K 0.11% 100
2021
Q2 		$159K Sell
10,622
-143
-1% -$2.05K 0.1% 97
2021
Q1 		$155K Hold
10,765
– – 0.1% 128
2020
Q4 		$138K Buy
10,765
+684
+7% +$7.86K 0.09% 129
2020
Q3 		$105K Hold
10,081
– – 0.08% 120
2020
Q2 		$93K Buy
+10,081
New +$90.3K 0.08% 124
2020
Q1 		– Sell
-10,807
Closed -$129K – 137
2019
Q4 		$129K Sell
10,807
-500
-4% -$5.71K 0.09% 136
2019
Q3 		$127K Buy
11,307
+1,085
+11% +$11.1K 0.09% 138
2019
Q2 		$100K Hold
10,222
– – 0.07% 191
2019
Q1 		$103K Hold
10,222
– – 0.08% 188
2018
Q4 		$93K Sell
10,222
-8,520
-45% -$89.3K 0.15% 177
2018
Q3 		$216K Sell
18,742
-595
-3% -$7.04K 0.14% 120
2018
Q2 		$210K Hold
19,337
– – 0.16% 104
2018
Q1 		$210K Buy
19,337
+1,110
+6% +$12.8K 0.19% 104
2017
Q4 		$228K Buy
+18,227
New +$225K 0.22% 84

Other funds holding MWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clarus Wealth Advisors's MWA Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 10,109 shares — an estimated $251K sold.

Clarus Wealth Advisors first reported a position in MWA in Q4 2017 and held it in 26 quarters. The position peaked at $251K in Q1 2025. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

  • Clarus Wealth Advisors reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 10,109 Mueller Water Products shares in Q2 2025, an estimated $251K.
  • Clarus Wealth Advisors first reported a position in Mueller Water Products in Q4 2017 and held it in 26 quarters.
  • Clarus Wealth Advisors's Mueller Water Products position peaked at $251K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.