Covestor’s Mueller Water Products MWA Stock Holding History

Covestor’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	$39K	Buy	1,409 +363	+35%	+$10.1K	0.03%	841
2025 Q4	$25K	Sell	1,046 -4	-0.4%	-$99	0.01%	1185
2025 Q3	$27K	Buy	1,050 +597	+132%	+$15.2K	0.01%	1166
2025 Q2	$11K	Sell	453 -745	-62%	-$18.4K	0.01%	1536
2025 Q1	$30K	Sell	1,198 -315	-21%	-$7.9K	0.02%	1042
2024 Q4	$34K	Sell	1,513 -1,634	-52%	-$38.4K	0.02%	997
2024 Q3	$68K	Sell	3,147 -4,103	-57%	-$82.5K	0.04%	729
2024 Q2	$130K	Buy	7,250 +3,186	+78%	+$54.8K	0.08%	344
2024 Q1	$65K	Sell	4,064 -907	-18%	-$13.5K	0.04%	772
2023 Q4	$72K	Buy	4,971 +1,787	+56%	+$23.6K	0.05%	686
2023 Q3	$40K	Sell	3,184 -1,368	-30%	-$19.7K	0.03%	867
2023 Q2	$74K	Buy	4,552 +4,528	+18,867%	+$64.4K	0.06%	603
2023 Q1	$0	Sell	24 -6	-20%	-$78	﹤0.01%	2377
2022 Q4	$0	Sell	30 -4	-12%	-$45	﹤0.01%	2398
2022 Q3	$0	Sell	34 -9	-21%	-$105	﹤0.01%	2370
2022 Q2	$1K	Sell	43 -17	-28%	-$205	﹤0.01%	1766
2022 Q1	$1K	Sell	60 -15	-20%	-$194	﹤0.01%	1894
2021 Q4	$1K	Buy	+75	New	+$1.13K	﹤0.01%	1847

Other funds holding MWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors

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

Franklin Resources

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