Jones Financial Companies
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Jones Financial Companies’s Mueller Water Products MWA Stock Holding History

Jones Financial Companies’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 		$185K Sell
6,936
-6,995
-50% -$187K ﹤0.01% 2614
2026
Q1 		$377K Buy
13,931
+7,714
+124% +$214K ﹤0.01% 2167
2025
Q4 		$148K Buy
6,217
+523
+9% +$13K ﹤0.01% 2048
2025
Q3 		$145K Buy
5,694
+93
+2% +$2.37K ﹤0.01% 1921
2025
Q2 		$135K Buy
5,601
+88
+2% +$2.18K ﹤0.01% 1808
2025
Q1 		$141K Buy
5,513
+108
+2% +$2.71K ﹤0.01% 1629
2024
Q4 		$122K Hold
5,405
– – ﹤0.01% 1556
2024
Q3 		$115K Hold
5,405
– – ﹤0.01% 1345
2024
Q2 		$96.9K Buy
+5,405
New +$93K ﹤0.01% 1059

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 $3.37T AUM 44.26% 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

Jones Financial Companies's MWA Position: Q2 2026 in Review

Jones Financial Companies reduced its Mueller Water Products (MWA) stake by 50% in Q2 2026, selling an estimated $187K and leaving 6,936 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

Jones Financial Companies first reported a position in MWA in Q2 2024 and has held it in 9 quarters since. The position peaked at $377K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Jones Financial Companies held 6,936 shares of Mueller Water Products worth $185K as of Q2 2026.
  • Jones Financial Companies sold 6,995 Mueller Water Products shares in Q2 2026, an estimated $187K.
  • Mueller Water Products made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2614 holding.
  • Jones Financial Companies first reported a position in Mueller Water Products in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Mueller Water Products position peaked at $377K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.