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Retirement Guys Formula’s Mueller Water Products MWA Stock Holding History

Retirement Guys Formula’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 		$208K Buy
8,055
+304
+4% +$8.13K 0.08% 152
2026
Q1 		$213K Buy
+7,751
New +$215K 0.1% 140

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 $3.37T AUM 44.26% 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

Retirement Guys Formula's MWA Position: Q2 2026 in Review

Retirement Guys Formula increased its Mueller Water Products (MWA) stake by 3.9% in Q2 2026, buying an estimated $8.13K and bringing the position to 8,055 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #152.

Retirement Guys Formula first reported a position in MWA in Q1 2026 and has held it in 2 quarters since. The position peaked at $213K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Retirement Guys Formula held 8,055 shares of Mueller Water Products worth $208K as of Q2 2026.
  • Retirement Guys Formula bought 304 Mueller Water Products shares in Q2 2026, an estimated $8.13K.
  • Mueller Water Products made up 0.08% of Retirement Guys Formula's portfolio in Q2 2026, its #152 holding.
  • Retirement Guys Formula first reported a position in Mueller Water Products in Q1 2026 and has held it in 2 quarters since.
  • Retirement Guys Formula's Mueller Water Products position peaked at $213K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.