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BFC Planning, Inc.’s Mueller Water Products MWA Stock Holding History

BFC Planning, Inc.’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 		$42.3K Sell
1,638
-1,292
-44% -$34.6K ﹤0.01% 1647
2026
Q1 		$80.5K Buy
2,930
+358
+14% +$9.9K ﹤0.01% 1176
2025
Q4 		$61.3K Hold
2,572
– – ﹤0.01% 1289
2025
Q3 		$65.6K Buy
2,572
+91
+4% +$2.32K ﹤0.01% 1076
2025
Q2 		$59.6K Sell
2,481
-12,777
-84% -$316K ﹤0.01% 1053
2025
Q1 		$388K Buy
15,258
+1,443
+10% +$36.2K 0.03% 396
2024
Q4 		$311K Buy
+13,815
New +$324K 0.03% 465

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
Fiduciary Management Inc
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

BFC Planning, Inc.'s MWA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Mueller Water Products (MWA) stake by 44% in Q2 2026, selling an estimated $34.6K and leaving 1,638 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

BFC Planning, Inc. first reported a position in MWA in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q1 2025. 430 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • BFC Planning, Inc. held 1,638 shares of Mueller Water Products worth $42.3K as of Q2 2026.
  • BFC Planning, Inc. sold 1,292 Mueller Water Products shares in Q2 2026, an estimated $34.6K.
  • Mueller Water Products made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1647 holding.
  • BFC Planning, Inc. first reported a position in Mueller Water Products in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Mueller Water Products position peaked at $388K in Q1 2025.
  • 430 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.