Level Four Advisory Services’s Mueller Water Products MWA Stock Holding History

Level Four 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 Q1	$1.54M	Buy	56,122 +145	+0.3%	+$4.02K	0.05%	338
2025 Q4	$1.33M	Sell	55,977 -6,080	-10%	-$151K	0.04%	352
2025 Q3	$1.58M	Buy	62,057 +1,734	+3%	+$44.2K	0.05%	318
2025 Q2	$1.45M	Buy	60,323 +24,844	+70%	+$615K	0.05%	309
2025 Q1	$902K	Buy	+35,479	New	+$890K	0.04%	368

Other funds holding MWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Level Four Advisory Services's MWA Position: Q1 2026 in Review

Level Four Advisory Services increased its Mueller Water Products (MWA) stake by 0.26% in Q1 2026, buying an estimated $4.02K and bringing the position to 56,122 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #338.

Level Four Advisory Services first reported a position in MWA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q3 2025. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

Level Four Advisory Services held 56,122 shares of Mueller Water Products worth $1.54M as of Q1 2026.
Level Four Advisory Services bought 145 Mueller Water Products shares in Q1 2026, an estimated $4.02K.
Mueller Water Products made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #338 holding.
Level Four Advisory Services first reported a position in Mueller Water Products in Q1 2025 and has held it in 5 quarters since.
Level Four Advisory Services's Mueller Water Products position peaked at $1.58M in Q3 2025.
424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.