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Sigma Planning Corp’s Mueller Water Products MWA Stock Holding History

Sigma Planning Corp’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 		– Sell
-29,214
Closed -$746K – 1360
2025
Q3 		$746K Buy
29,214
+5,001
+21% +$128K 0.02% 643
2025
Q2 		$582K Buy
24,213
+10,000
+70% +$247K 0.02% 717
2025
Q1 		$361K Buy
+14,213
New +$356K 0.01% 866
2021
Q4 		– Sell
-17,518
Closed -$267K – 1437
2021
Q3 		$267K Buy
+17,518
New +$270K 0.01% 1120

Other funds holding MWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's MWA Position: Q4 2025 in Review

Sigma Planning Corp sold out of Mueller Water Products (MWA) in Q4 2025, closing a stake of 29,214 shares — an estimated $746K sold.

Sigma Planning Corp first reported a position in MWA in Q3 2021 and held it in 4 quarters. The position peaked at $746K in Q3 2025. 397 funds tracked by Wall St. Rank hold MWA as of Q4 2025.

  • Sigma Planning Corp reported no remaining Mueller Water Products position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 29,214 Mueller Water Products shares in Q4 2025, an estimated $746K.
  • Sigma Planning Corp first reported a position in Mueller Water Products in Q3 2021 and held it in 4 quarters.
  • Sigma Planning Corp's Mueller Water Products position peaked at $746K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.