KIM
MWA icon

Kestra Investment Management’s Mueller Water Products MWA Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-462
Closed -$11.7K – 812
2025
Q2 		$11.7K Hold
462
– – ﹤0.01% 692
2025
Q1 		$11.7K Buy
+462
New +$11.6K ﹤0.01% 605

Other funds holding MWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Kestra Investment Management's MWA Position: Q3 2025 in Review

Kestra Investment Management sold out of Mueller Water Products (MWA) in Q3 2025, closing a stake of 462 shares — an estimated $11.7K sold.

Kestra Investment Management first reported a position in MWA in Q1 2025 and held it in 2 quarters. The position peaked at $11.7K in Q2 2025. 401 funds tracked by Wall St. Rank hold MWA as of Q3 2025.

  • Kestra Investment Management reported no remaining Mueller Water Products position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 462 Mueller Water Products shares in Q3 2025, an estimated $11.7K.
  • Kestra Investment Management first reported a position in Mueller Water Products in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Mueller Water Products position peaked at $11.7K in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.