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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
Q1 		$780K Buy
28,381
+7,304
+35% +$202K 0.09% 129
2025
Q4 		$502K Buy
+21,077
New +$522K 0.06% 157

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sendero Wealth Management's MWA Position: Q1 2026 in Review

Sendero Wealth Management increased its Mueller Water Products (MWA) stake by 35% in Q1 2026, buying an estimated $202K and bringing the position to 28,381 shares worth $780K. The position accounts for 0.09% of the portfolio, ranked #129.

Sendero Wealth Management first reported a position in MWA in Q4 2025 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Sendero Wealth Management held 28,381 shares of Mueller Water Products worth $780K as of Q1 2026.
  • Sendero Wealth Management bought 7,304 Mueller Water Products shares in Q1 2026, an estimated $202K.
  • Mueller Water Products made up 0.09% of Sendero Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Sendero Wealth Management first reported a position in Mueller Water Products in Q4 2025 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.