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Physician Wealth Advisors’s Mueller Water Products MWA Stock Holding History

Physician Wealth Advisors’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
-40
Closed -$1.02K – 1916
2025
Q1 		$1.02K Buy
+40
New +$1K ﹤0.01% 1044

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

Physician Wealth Advisors's MWA Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 40 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in MWA in Q1 2025 and held it in 1 quarter. The position peaked at $1.02K in Q1 2025. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 40 Mueller Water Products shares in Q2 2025, an estimated $1.02K.
  • Physician Wealth Advisors first reported a position in Mueller Water Products in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Mueller Water Products position peaked at $1.02K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.