Measured Wealth Private Client Group’s Mueller Water Products MWA Stock Holding History

Measured Wealth Private Client Group’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	$762	Sell	30 -618	-95%	-$16.5K	﹤0.01%	659
2026 Q1	$17.8K	Sell	648 -7,318	-92%	-$203K	﹤0.01%	502
2025 Q4	$190K	Sell	7,966 -4,211	-35%	-$104K	0.05%	194
2025 Q3	$311K	Sell	12,177 -18,602	-60%	-$475K	0.08%	133
2025 Q2	$740K	Buy	30,779 +5,633	+22%	+$139K	0.22%	66
2025 Q1	$639K	Buy	+25,146	New	+$631K	0.21%	70

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

FMI

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

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

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

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

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

Measured Wealth Private Client Group's MWA Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Mueller Water Products (MWA) stake by 95% in Q2 2026, selling an estimated $16.5K and leaving 30 shares worth $762. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Measured Wealth Private Client Group first reported a position in MWA in Q1 2025 and has held it in 6 quarters since. The position peaked at $740K in Q2 2025. 428 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

Measured Wealth Private Client Group held 30 shares of Mueller Water Products worth $762 as of Q2 2026.
Measured Wealth Private Client Group sold 618 Mueller Water Products shares in Q2 2026, an estimated $16.5K.
Mueller Water Products made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #659 holding.
Measured Wealth Private Client Group first reported a position in Mueller Water Products in Q1 2025 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Mueller Water Products position peaked at $740K in Q2 2025.
428 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.