SageView Advisory Group’s Mueller Water Products MWA Stock Holding History

SageView Advisory Group’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 Q4	$35.9K	Sell	1,509 -9,877	-87%	-$245K	﹤0.01%	1209
2025 Q3	$291K	Buy	11,386 +2	+0%	+$51	0.01%	529
2025 Q2	$284K	Sell	11,384 -6	-0.1%	-$148	0.01%	509
2025 Q1	$290K	Buy	11,390 +17	+0.1%	+$426	0.01%	478
2024 Q4	$256K	Buy	11,373 +139	+1%	+$3.26K	0.01%	501
2024 Q3	$244K	Sell	11,234 -397	-3%	-$7.99K	0.01%	451
2024 Q2	$208K	Buy	+11,631	New	+$200K	0.01%	530
2024 Q1	–	Sell	-11,645	Closed	-$163K	–	684
2023 Q4	$163K	Buy	+11,645	New	+$154K	0.01%	620

Other funds holding MWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SageView Advisory Group's MWA Position: Q4 2025 in Review

SageView Advisory Group reduced its Mueller Water Products (MWA) stake by 87% in Q4 2025, selling an estimated $245K and leaving 1,509 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

SageView Advisory Group first reported a position in MWA in Q4 2023 and has held it in 8 quarters since. The position peaked at $291K in Q3 2025. 397 funds tracked by Wall St. Rank hold MWA as of Q4 2025.

SageView Advisory Group held 1,509 shares of Mueller Water Products worth $35.9K as of Q4 2025.
SageView Advisory Group sold 9,877 Mueller Water Products shares in Q4 2025, an estimated $245K.
Mueller Water Products made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1209 holding.
SageView Advisory Group first reported a position in Mueller Water Products in Q4 2023 and has held it in 8 quarters since.
SageView Advisory Group's Mueller Water Products position peaked at $291K in Q3 2025.
397 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.