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Phoenix Financial’s Mueller Water Products MWA Stock Holding History

Phoenix 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
2025
Q1 		– Sell
-9,773
Closed -$220K – 404
2024
Q4 		$220K Sell
9,773
-470
-5% -$11K ﹤0.01% 338
2024
Q3 		$223K Buy
+10,243
New +$206K ﹤0.01% 325
2022
Q4 		– Sell
-10,618
Closed -$112K – 323
2022
Q3 		$112K Buy
10,618
+514
+5% +$5.99K ﹤0.01% 319
2022
Q2 		$117K Sell
10,104
-825
-8% -$9.93K ﹤0.01% 363
2022
Q1 		$142K Sell
10,929
-6,168
-36% -$79.6K ﹤0.01% 399
2021
Q4 		$246K Sell
17,097
-1,206
-7% -$18.1K ﹤0.01% 348
2021
Q3 		$290K Buy
+18,303
New +$282K 0.01% 366
2021
Q2 		– Sell
-10,788
Closed -$149K – 374
2021
Q1 		$149K Buy
+10,788
New +$140K ﹤0.01% 392

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Phoenix Financial's MWA Position: Q1 2025 in Review

Phoenix Financial sold out of Mueller Water Products (MWA) in Q1 2025, closing a stake of 9,773 shares — an estimated $220K sold.

Phoenix Financial first reported a position in MWA in Q1 2021 and held it in 8 quarters. The position peaked at $290K in Q3 2021. 384 funds tracked by Wall St. Rank hold MWA as of Q1 2025.

  • Phoenix Financial reported no remaining Mueller Water Products position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 9,773 Mueller Water Products shares in Q1 2025, an estimated $220K.
  • Phoenix Financial first reported a position in Mueller Water Products in Q1 2021 and held it in 8 quarters.
  • Phoenix Financial's Mueller Water Products position peaked at $290K in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.