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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
2026
Q1 		– Sell
-1,509
Closed -$35.9K – 1764
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SageView Advisory Group's MWA Position: Q1 2026 in Review

SageView Advisory Group sold out of Mueller Water Products (MWA) in Q1 2026, closing a stake of 1,509 shares — an estimated $35.9K sold.

SageView Advisory Group first reported a position in MWA in Q4 2023 and held it in 8 quarters. The position peaked at $291K in Q3 2025. 426 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • SageView Advisory Group reported no remaining Mueller Water Products position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,509 Mueller Water Products shares in Q1 2026, an estimated $35.9K.
  • SageView Advisory Group first reported a position in Mueller Water Products in Q4 2023 and held it in 8 quarters.
  • SageView Advisory Group's Mueller Water Products position peaked at $291K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.