Kestra Advisory Services’s Mueller Water Products MWA Stock Holding History

Kestra Advisory 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
2026 Q3	$228K	Sell	10,720 -26,863	-71%	-$656K	﹤0.01%	3161
2026 Q2	$971K	Buy	37,583 +987	+3%	+$26.4K	﹤0.01%	1851
2026 Q1	$1.01M	Sell	36,596 -6,405	-15%	-$178K	﹤0.01%	1728
2025 Q4	$1.02M	Sell	43,001 -848	-2%	-$21K	﹤0.01%	1635
2025 Q3	$1.12M	Sell	43,849 -3,753	-8%	-$95.7K	0.01%	1510
2025 Q2	$1.14M	Buy	47,602 +8,168	+21%	+$202K	0.01%	1393
2025 Q1	$1M	Buy	+39,434	New	+$989K	﹤0.01%	1395
2021 Q1	–	Sell	-12,163	Closed	-$150K	–	1977
2020 Q4	$150K	Buy	+12,163	New	+$140K	﹤0.01%	1753

Other funds holding MWA

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Oak Ridge Investments Chicago, Illinois $1.68B AUM 48.52% 1-Year Est. Return

Kestra Advisory Services's MWA Position: Q3 2026 in Review

Kestra Advisory Services reduced its Mueller Water Products (MWA) stake by 71% in Q3 2026, selling an estimated $656K and leaving 10,720 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Kestra Advisory Services first reported a position in MWA in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2025. 107 funds tracked by Wall St. Rank hold MWA as of Q3 2026.

Kestra Advisory Services held 10,720 shares of Mueller Water Products worth $228K as of Q3 2026.
Kestra Advisory Services sold 26,863 Mueller Water Products shares in Q3 2026, an estimated $656K.
Mueller Water Products made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3161 holding.
Kestra Advisory Services first reported a position in Mueller Water Products in Q4 2020 and has held it in 8 quarters since.
Kestra Advisory Services's Mueller Water Products position peaked at $1.14M in Q2 2025.
107 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.