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Corient IA’s Mueller Water Products MWA Stock Holding History

Corient IA’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
Q2 		$230K Hold
8,900
– – 0.21% 154
2026
Q1 		$245K Sell
8,900
-1,100
-11% -$30.5K 0.23% 169
2025
Q4 		$238K Hold
10,000
– – 0.22% 180
2025
Q3 		$255K Hold
10,000
– – 0.19% 203
2025
Q2 		$240K Hold
10,000
– – 0.14% 258
2025
Q1 		$254K Buy
+10,000
New +$251K 0.18% 236

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

Corient IA's MWA Position: Q2 2026 in Review

Corient IA held its Mueller Water Products (MWA) position steady in Q2 2026 at 8,900 shares worth $230K. The position accounts for 0.21% of the portfolio, ranked #154.

Corient IA first reported a position in MWA in Q1 2025 and has held it in 6 quarters since. The position peaked at $255K in Q3 2025. 428 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Corient IA held 8,900 shares of Mueller Water Products worth $230K as of Q2 2026.
  • Corient IA left its Mueller Water Products share count unchanged in Q2 2026.
  • Mueller Water Products made up 0.21% of Corient IA's portfolio in Q2 2026, its #154 holding.
  • Corient IA first reported a position in Mueller Water Products in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Mueller Water Products position peaked at $255K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.