Corient Private Wealth’s Mueller Water Products MWA Stock Holding History

Corient Private Wealth’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	$205K	Sell	7,460 -26,732	-78%	-$741K	﹤0.01%	2551
2025 Q4	$814K	Buy	34,192 +16,740	+96%	+$415K	﹤0.01%	2003
2025 Q3	$445K	Buy	+17,452	New	+$445K	﹤0.01%	1867
2025 Q1	–	Sell	-10,495	Closed	-$236K	–	2389
2024 Q4	$236K	Hold	10,495	–	–	﹤0.01%	2026
2024 Q3	$228K	Hold	10,495	–	–	﹤0.01%	2162
2024 Q2	$188K	Hold	10,495	–	–	﹤0.01%	2132
2024 Q1	$169K	Buy	10,495 +24	+0.2%	+$357	﹤0.01%	2128
2023 Q4	$151K	Buy	10,471 +471	+5%	+$6.23K	﹤0.01%	2112
2023 Q3	$127K	Sell	10,000 -14,000	-58%	-$202K	﹤0.01%	1990
2023 Q2	$390K	Buy	24,000 +14,000	+140%	+$199K	﹤0.01%	1582
2023 Q1	$139K	Buy	+10,000	New	+$130K	﹤0.01%	1844

Other funds holding MWA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Corient Private Wealth's MWA Position: Q1 2026 in Review

Corient Private Wealth reduced its Mueller Water Products (MWA) stake by 78% in Q1 2026, selling an estimated $741K and leaving 7,460 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Corient Private Wealth first reported a position in MWA in Q1 2023 and has held it in 11 quarters since. The position peaked at $814K in Q4 2025. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

Corient Private Wealth held 7,460 shares of Mueller Water Products worth $205K as of Q1 2026.
Corient Private Wealth sold 26,732 Mueller Water Products shares in Q1 2026, an estimated $741K.
Mueller Water Products made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2551 holding.
Corient Private Wealth first reported a position in Mueller Water Products in Q1 2023 and has held it in 11 quarters since.
Corient Private Wealth's Mueller Water Products position peaked at $814K in Q4 2025.
424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.