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Soviero Asset Management’s Mueller Water Products MWA Stock Holding History

Soviero Asset 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
2025
Q2 		– Sell
-80,000
Closed -$2.03M – 65
2025
Q1 		$2.03M Sell
80,000
-35,000
-30% -$878K 1.82% 31
2024
Q4 		$2.59M Sell
115,000
-10,000
-8% -$235K 1.62% 32
2024
Q3 		$2.71M Buy
125,000
+35,000
+39% +$704K 2.46% 23
2024
Q2 		$1.61M Buy
+90,000
New +$1.55M 0.98% 32

Other funds holding MWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Soviero Asset Management's MWA Position: Q2 2025 in Review

Soviero Asset Management sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 80,000 shares — an estimated $2.03M sold.

Soviero Asset Management first reported a position in MWA in Q2 2024 and held it in 4 quarters. The position peaked at $2.71M in Q3 2024. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

  • Soviero Asset Management reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
  • Soviero Asset Management sold 80,000 Mueller Water Products shares in Q2 2025, an estimated $2.03M.
  • Soviero Asset Management first reported a position in Mueller Water Products in Q2 2024 and held it in 4 quarters.
  • Soviero Asset Management's Mueller Water Products position peaked at $2.71M in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Soviero Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.