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Dogwood Wealth Management’s Mueller Water Products MWA Stock Holding History

Dogwood Wealth Management’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 		$9.38K Hold
363
– – ﹤0.01% 400
2026
Q1 		$9.98K Hold
363
– – ﹤0.01% 344
2025
Q4 		$8.65K Sell
363
-300
-45% -$7.43K ﹤0.01% 319
2025
Q3 		$16.9K Buy
663
+300
+83% +$7.65K 0.01% 208
2025
Q2 		$8.96K Buy
+363
New +$8.98K ﹤0.01% 307

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's MWA Position: Q2 2026 in Review

Dogwood Wealth Management held its Mueller Water Products (MWA) position steady in Q2 2026 at 363 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Dogwood Wealth Management first reported a position in MWA in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.9K in Q3 2025. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Dogwood Wealth Management held 363 shares of Mueller Water Products worth $9.38K as of Q2 2026.
  • Dogwood Wealth Management left its Mueller Water Products share count unchanged in Q2 2026.
  • Mueller Water Products made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #400 holding.
  • Dogwood Wealth Management first reported a position in Mueller Water Products in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Mueller Water Products position peaked at $16.9K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.