PCS
MWA icon

Personal CFO Solutions’s Mueller Water Products MWA Stock Holding History

Personal CFO Solutions’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 		$306K Buy
11,861
+134
+1% +$3.59K 0.04% 394
2026
Q1 		$322K Buy
11,727
+916
+8% +$25.4K 0.05% 352
2025
Q4 		$258K Buy
10,811
+1,993
+23% +$49.4K 0.04% 422
2025
Q3 		$225K Buy
+8,818
New +$225K 0.04% 454

Other funds holding MWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
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
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

Personal CFO Solutions's MWA Position: Q2 2026 in Review

Personal CFO Solutions increased its Mueller Water Products (MWA) stake by 1.1% in Q2 2026, buying an estimated $3.59K and bringing the position to 11,861 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #394.

Personal CFO Solutions first reported a position in MWA in Q3 2025 and has held it in 4 quarters since. The position peaked at $322K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Personal CFO Solutions held 11,861 shares of Mueller Water Products worth $306K as of Q2 2026.
  • Personal CFO Solutions bought 134 Mueller Water Products shares in Q2 2026, an estimated $3.59K.
  • Mueller Water Products made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #394 holding.
  • Personal CFO Solutions first reported a position in Mueller Water Products in Q3 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Mueller Water Products position peaked at $322K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.