EWA
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EverSource Wealth Advisors’s Mueller Water Products MWA Stock Holding History

EverSource Wealth Advisors’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 		$241K Buy
8,768
+1,751
+25% +$48.5K 0.01% 948
2025
Q4 		$167K Buy
7,017
+934
+15% +$23.1K 0.01% 1036
2025
Q3 		$155K Buy
6,083
+2,879
+90% +$73.5K 0.01% 1043
2025
Q2 		$77K Buy
3,204
+2,792
+678% +$69.1K ﹤0.01% 1350
2025
Q1 		$10.5K Buy
412
+93
+29% +$2.33K ﹤0.01% 2085
2024
Q4 		$7.18K Buy
319
+206
+182% +$4.84K ﹤0.01% 2170
2024
Q3 		$2.45K Buy
113
+38
+51% +$765 ﹤0.01% 2479
2024
Q2 		$1.55K Buy
75
+11
+17% +$189 ﹤0.01% 2628
2024
Q1 		$1.01K Sell
64
-16
-20% -$238 ﹤0.01% 2576
2023
Q4 		$1.15K Buy
+80
New +$1.06K ﹤0.01% 2353

Other funds holding MWA

BlackRock
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
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
FMI
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

EverSource Wealth Advisors's MWA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Mueller Water Products (MWA) stake by 25% in Q1 2026, buying an estimated $48.5K and bringing the position to 8,768 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #948.

EverSource Wealth Advisors first reported a position in MWA in Q4 2023 and has held it in 10 quarters since. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • EverSource Wealth Advisors held 8,768 shares of Mueller Water Products worth $241K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,751 Mueller Water Products shares in Q1 2026, an estimated $48.5K.
  • Mueller Water Products made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #948 holding.
  • EverSource Wealth Advisors first reported a position in Mueller Water Products in Q4 2023 and has held it in 10 quarters since.
  • 424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.