Institute for Wealth Management’s Mueller Water Products MWA Stock Holding History

Institute for 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	$33.4K	Buy	+1,294	New	+$34.6K	﹤0.01%	991

Other funds holding MWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lightrock Netherlands Utrecht, Netherlands $506M AUM 51.14% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Institute for Wealth Management's MWA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Mueller Water Products (MWA) in Q2 2026: 1,294 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings.

206 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

Institute for Wealth Management held 1,294 shares of Mueller Water Products worth $33.4K as of Q2 2026.
Mueller Water Products was a new Institute for Wealth Management position in Q2 2026.
Mueller Water Products made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #991 holding.
206 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.