Creative Planning
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Creative Planning’s Mueller Water Products MWA Stock Holding History

Creative Planning’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 		$2.24M Sell
86,614
-5,036
-5% -$135K ﹤0.01% 1999
2026
Q1 		$2.52M Buy
91,650
+29,810
+48% +$826K ﹤0.01% 1722
2025
Q4 		$1.47M Buy
61,840
+1,411
+2% +$35K ﹤0.01% 1970
2025
Q3 		$1.54M Buy
60,429
+12,855
+27% +$328K ﹤0.01% 1751
2025
Q2 		$1.14M Sell
47,574
-11,681
-20% -$289K ﹤0.01% 1737
2025
Q1 		$1.51M Buy
59,255
+20,922
+55% +$525K ﹤0.01% 1393
2024
Q4 		$862K Buy
38,333
+14,566
+61% +$342K ﹤0.01% 1752
2024
Q3 		$516K Buy
23,767
+1,405
+6% +$28.3K ﹤0.01% 2081
2024
Q2 		$401K Sell
22,362
-726
-3% -$12.5K ﹤0.01% 2123
2024
Q1 		$371K Buy
23,088
+7,787
+51% +$116K ﹤0.01% 2077
2023
Q4 		$220K Buy
+15,301
New +$202K ﹤0.01% 2342
2017
Q3 		– Sell
-181
Closed -$2K – 3037
2017
Q2 		$2K Hold
181
– – ﹤0.01% 4319
2017
Q1 		$2K Hold
181
– – ﹤0.01% 4302
2016
Q4 		$2K Buy
181
+93
+106% +$1.19K ﹤0.01% 4287
2016
Q3 		$1K Sell
88
-512
-85% -$6.13K ﹤0.01% 4416
2016
Q2 		$7K Hold
600
– – ﹤0.01% 3471
2016
Q1 		$6K Buy
600
+234
+64% +$2K ﹤0.01% 3502
2015
Q4 		$3K Hold
366
– – ﹤0.01% 3919
2015
Q3 		$3K Buy
+366
New +$3.13K ﹤0.01% 3832
2015
Q2 		– Sell
-366
Closed -$4K – 2315
2015
Q1 		$4K Sell
366
-2,199
-86% -$21.1K ﹤0.01% 3640
2014
Q4 		$26K Buy
2,565
+1,364
+114% +$12.9K ﹤0.01% 2469
2014
Q3 		$10K Buy
+1,201
New +$10.4K ﹤0.01% 2942
2014
Q2 		– Sell
-231
Closed -$2K – 3902
2014
Q1 		$2K Buy
+231
New +$2.12K ﹤0.01% 3377

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

Creative Planning's MWA Position: Q2 2026 in Review

Creative Planning reduced its Mueller Water Products (MWA) stake by 5.5% in Q2 2026, selling an estimated $135K and leaving 86,614 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Creative Planning first reported a position in MWA in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.52M in Q1 2026. 428 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Creative Planning held 86,614 shares of Mueller Water Products worth $2.24M as of Q2 2026.
  • Creative Planning sold 5,036 Mueller Water Products shares in Q2 2026, an estimated $135K.
  • Mueller Water Products made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1999 holding.
  • Creative Planning first reported a position in Mueller Water Products in Q1 2014 and has held it in 23 quarters since.
  • Creative Planning's Mueller Water Products position peaked at $2.52M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.