Mackenzie Financial
MWA icon

Mackenzie Financial’s Mueller Water Products MWA Stock Holding History

Mackenzie Financial’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 		– Sell
-9,753
Closed -$236K – 1635
2025
Q4 		$236K Hold
9,753
– – ﹤0.01% 1476
2025
Q3 		$249K Hold
9,753
– – ﹤0.01% 1477
2025
Q2 		$234K Hold
9,753
– – ﹤0.01% 1491
2025
Q1 		$248K Hold
9,753
– – ﹤0.01% 1447
2024
Q4 		$219K Sell
9,753
-13,476
-58% -$316K ﹤0.01% 1523
2024
Q3 		$504K Buy
+23,229
New +$467K ﹤0.01% 1020
2023
Q3 		– Sell
-10,840
Closed -$176K – 1545
2023
Q2 		$176K Hold
10,840
– – ﹤0.01% 1359
2023
Q1 		$151K Sell
10,840
-5,893
-35% -$76.7K ﹤0.01% 1372
2022
Q4 		$180K Buy
16,733
+6,465
+63% +$72.1K ﹤0.01% 1270
2022
Q3 		$105K Sell
10,268
-558
-5% -$6.5K ﹤0.01% 1309
2022
Q2 		$127K Buy
+10,826
New +$130K ﹤0.01% 1324

Other funds holding MWA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return