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Harvest Investment Services’s Mueller Water Products MWA Stock Holding History

Harvest Investment Services’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
2025
Q2 		– Sell
-18,002
Closed -$458K – 340
2025
Q1 		$458K Buy
+18,002
New +$451K 0.13% 163

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First Trust Advisors
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Fuller & Thaler Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
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Franklin Resources
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Harvest Investment Services's MWA Position: Q2 2025 in Review

Harvest Investment Services sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 18,002 shares — an estimated $458K sold.

Harvest Investment Services first reported a position in MWA in Q1 2025 and held it in 1 quarter. The position peaked at $458K in Q1 2025. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

  • Harvest Investment Services reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
  • Harvest Investment Services sold 18,002 Mueller Water Products shares in Q2 2025, an estimated $458K.
  • Harvest Investment Services first reported a position in Mueller Water Products in Q1 2025 and held it in 1 quarter.
  • Harvest Investment Services's Mueller Water Products position peaked at $458K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Harvest Investment Services's 13F filing for Q2 2025, filed 14 Aug 2025.