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Orchard Capital Management’s Mueller Water Products MWA Stock Holding History

Orchard Capital Management’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
2025
Q2 		– Sell
-30,154
Closed -$767K – 42
2025
Q1 		$767K Sell
30,154
-385,899
-93% -$9.68M 0.52% 30
2024
Q4 		$9.39M Sell
416,053
-23,834
-5% -$560K 3.7% 10
2024
Q3 		$9.37M Sell
439,887
-59,575
-12% -$1.2M 3.22% 12
2024
Q2 		$8.95M Sell
499,462
-6,557
-1% -$113K 2.7% 19
2024
Q1 		$8.14M Buy
506,019
+6,557
+1% +$97.5K 2.39% 23
2023
Q4 		$7.19M Sell
499,462
-177,880
-26% -$2.35M 2.25% 24
2023
Q3 		$8.59M Hold
677,342
– – 3.18% 12
2023
Q2 		$11M Hold
677,342
– – 3.7% 4
2023
Q1 		$9.44M Hold
677,342
– – 3.16% 11
2022
Q4 		$7.29M Hold
677,342
– – 2.44% 20
2022
Q3 		$6.96M Hold
677,342
– – 2.6% 14
2022
Q2 		$8.77M Buy
677,342
+17,600
+3% +$212K 2.74% 14
2022
Q1 		$8.52M Buy
659,742
+41,200
+7% +$532K 2.42% 18
2021
Q4 		$8.91M Buy
618,542
+11,400
+2% +$171K 2.61% 18
2021
Q3 		$9.24M Hold
607,142
– – 2.78% 18
2021
Q2 		$8.76M Buy
607,142
+18,724
+3% +$269K 2.53% 19
2021
Q1 		$8.17M Buy
588,418
+55,071
+10% +$715K 2.57% 22
2020
Q4 		$6.6M Buy
+533,347
New +$6.13M 2.81% 19

Other funds holding MWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Orchard Capital Management's MWA Position: Q2 2025 in Review

Orchard Capital Management sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 30,154 shares — an estimated $767K sold.

Orchard Capital Management first reported a position in MWA in Q4 2020 and held it in 18 quarters. The position peaked at $11M in Q2 2023. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

  • Orchard Capital Management reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
  • Orchard Capital Management sold 30,154 Mueller Water Products shares in Q2 2025, an estimated $767K.
  • Orchard Capital Management first reported a position in Mueller Water Products in Q4 2020 and held it in 18 quarters.
  • Orchard Capital Management's Mueller Water Products position peaked at $11M in Q2 2023.
  • 375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Orchard Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.