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Keener Financial Planning’s Mueller Water Products MWA Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-571
Closed -$14K – 141
2025
Q3 		$14K Hold
571
– – 0.01% 147
2025
Q2 		$13K Hold
571
– – 0.01% 150
2025
Q1 		$14K Buy
+571
New +$14.3K 0.01% 112

Other funds holding MWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Keener Financial Planning's MWA Position: Q4 2025 in Review

Keener Financial Planning sold out of Mueller Water Products (MWA) in Q4 2025, closing a stake of 571 shares — an estimated $14K sold.

Keener Financial Planning first reported a position in MWA in Q1 2025 and held it in 3 quarters. The position peaked at $14K in Q3 2025. 397 funds tracked by Wall St. Rank hold MWA as of Q4 2025.

  • Keener Financial Planning reported no remaining Mueller Water Products position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 571 Mueller Water Products shares in Q4 2025, an estimated $14K.
  • Keener Financial Planning first reported a position in Mueller Water Products in Q1 2025 and held it in 3 quarters.
  • Keener Financial Planning's Mueller Water Products position peaked at $14K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.