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Sendero Wealth Management’s Mueller Water Products MWA Stock Holding History

Sendero Wealth Management’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 		$1.13M Buy
43,819
+15,438
+54% +$413K 0.11% 114
2026
Q1 		$780K Buy
28,381
+7,304
+35% +$202K 0.09% 129
2025
Q4 		$502K Buy
+21,077
New +$522K 0.06% 157

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

Sendero Wealth Management's MWA Position: Q2 2026 in Review

Sendero Wealth Management increased its Mueller Water Products (MWA) stake by 54% in Q2 2026, buying an estimated $413K and bringing the position to 43,819 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #114.

Sendero Wealth Management first reported a position in MWA in Q4 2025 and has held it in 3 quarters since. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Sendero Wealth Management held 43,819 shares of Mueller Water Products worth $1.13M as of Q2 2026.
  • Sendero Wealth Management bought 15,438 Mueller Water Products shares in Q2 2026, an estimated $413K.
  • Mueller Water Products made up 0.11% of Sendero Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Sendero Wealth Management first reported a position in Mueller Water Products in Q4 2025 and has held it in 3 quarters since.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.