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

Lloyd 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
Q2 		– Sell
-84
Closed -$2.32K – 862
2026
Q1 		$2.32K Buy
+84
New +$2.33K ﹤0.01% 647

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State Street
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First Trust Advisors
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FMI
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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

Lloyd Advisory Services's MWA Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Mueller Water Products (MWA) in Q2 2026, closing a stake of 84 shares — an estimated $2.32K sold.

Lloyd Advisory Services first reported a position in MWA in Q1 2026 and held it in 1 quarter. The position peaked at $2.32K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Mueller Water Products position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 84 Mueller Water Products shares in Q2 2026, an estimated $2.32K.
  • Lloyd Advisory Services first reported a position in Mueller Water Products in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Mueller Water Products position peaked at $2.32K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.