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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
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 $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

Personal CFO Solutions's MWA Position: Q1 2026 in Review

Personal CFO Solutions increased its Mueller Water Products (MWA) stake by 8.5% in Q1 2026, buying an estimated $25.4K and bringing the position to 11,727 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #352.

Personal CFO Solutions first reported a position in MWA in Q3 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Personal CFO Solutions held 11,727 shares of Mueller Water Products worth $322K as of Q1 2026.
  • Personal CFO Solutions bought 916 Mueller Water Products shares in Q1 2026, an estimated $25.4K.
  • Mueller Water Products made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #352 holding.
  • Personal CFO Solutions first reported a position in Mueller Water Products in Q3 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.