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Convergence Investment Partners’s Mueller Water Products MWA Stock Holding History

Convergence Investment Partners’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
-29,290
Closed -$745K – 272
2025
Q1 		$745K Sell
29,290
-35,266
-55% -$884K 0.21% 161
2024
Q4 		$1.45M Buy
64,556
+20,016
+45% +$470K 0.32% 113
2024
Q3 		$967K Buy
+44,540
New +$896K 0.26% 131

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First Trust Advisors
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Fuller & Thaler Asset Management
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Geode Capital Management
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Principal Financial Group
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Convergence Investment Partners's MWA Position: Q2 2025 in Review

Convergence Investment Partners sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 29,290 shares — an estimated $745K sold.

Convergence Investment Partners first reported a position in MWA in Q3 2024 and held it in 3 quarters. The position peaked at $1.45M in Q4 2024. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

  • Convergence Investment Partners reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 29,290 Mueller Water Products shares in Q2 2025, an estimated $745K.
  • Convergence Investment Partners first reported a position in Mueller Water Products in Q3 2024 and held it in 3 quarters.
  • Convergence Investment Partners's Mueller Water Products position peaked at $1.45M in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Convergence Investment Partners's 13F filing for Q2 2025, filed 1 Aug 2025.