Pinnacle Wealth Planning Services’s Mueller Water Products MWA Stock Holding History

Pinnacle Wealth Planning Services’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	$48.4K	Sell	1,873 -67	-3%	-$1.79K	﹤0.01%	1296
2026 Q1	$53.3K	Buy	1,940 +208	+12%	+$5.77K	0.01%	1166
2025 Q4	$41.3K	Buy	+1,732	New	+$42.9K	﹤0.01%	1331
2021 Q1	–	Sell	-82	Closed	-$1K	–	1356
2020 Q4	$1K	Buy	+82	New	+$942	﹤0.01%	2140

Other funds holding MWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's MWA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Mueller Water Products (MWA) stake by 3.5% in Q2 2026, selling an estimated $1.79K and leaving 1,873 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Pinnacle Wealth Planning Services first reported a position in MWA in Q4 2020 and has held it in 4 quarters since. The position peaked at $53.3K in Q1 2026. 428 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

Pinnacle Wealth Planning Services held 1,873 shares of Mueller Water Products worth $48.4K as of Q2 2026.
Pinnacle Wealth Planning Services sold 67 Mueller Water Products shares in Q2 2026, an estimated $1.79K.
Mueller Water Products made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1296 holding.
Pinnacle Wealth Planning Services first reported a position in Mueller Water Products in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Mueller Water Products position peaked at $53.3K in Q1 2026.
428 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.