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Root Financial Partners’s Mueller Water Products MWA Stock Holding History

Root Financial Partners’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 		– Sell
-806
Closed -$22.2K – 2140
2026
Q1 		$22.2K Buy
806
+387
+92% +$10.7K ﹤0.01% 1264
2025
Q4 		$9.98K Buy
419
+38
+10% +$942 ﹤0.01% 1495
2025
Q3 		$9.72K Buy
+381
New +$9.72K ﹤0.01% 1460

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State Street
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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

Root Financial Partners's MWA Position: Q2 2026 in Review

Root Financial Partners sold out of Mueller Water Products (MWA) in Q2 2026, closing a stake of 806 shares — an estimated $22.2K sold.

Root Financial Partners first reported a position in MWA in Q3 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Root Financial Partners reported no remaining Mueller Water Products position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 806 Mueller Water Products shares in Q2 2026, an estimated $22.2K.
  • Root Financial Partners first reported a position in Mueller Water Products in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Mueller Water Products position peaked at $22.2K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.