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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mackenzie Financial's MWA Position: Q1 2026 in Review

Mackenzie Financial sold out of Mueller Water Products (MWA) in Q1 2026, closing a stake of 9,753 shares — an estimated $236K sold.

Mackenzie Financial first reported a position in MWA in Q2 2022 and held it in 11 quarters. The position peaked at $504K in Q3 2024. 426 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

Mackenzie Financial reported no remaining Mueller Water Products position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 9,753 Mueller Water Products shares in Q1 2026, an estimated $236K.
Mackenzie Financial first reported a position in Mueller Water Products in Q2 2022 and held it in 11 quarters.
Mackenzie Financial's Mueller Water Products position peaked at $504K in Q3 2024.
426 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.