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

Spire 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
2025 Q2	–	Sell	-27,940	Closed	-$710K	–	2499
2025 Q1	$710K	Buy	27,940 +27,440	+5,488%	+$688K	0.02%	480
2024 Q4	$11.3K	Hold	500	–	–	﹤0.01%	1806
2024 Q3	$10.8K	Hold	500	–	–	﹤0.01%	1603
2024 Q2	$8.96K	Hold	500	–	–	﹤0.01%	1665
2024 Q1	$8.04K	Hold	500	–	–	﹤0.01%	1773
2023 Q4	$7.04K	Hold	500	–	–	﹤0.01%	1854
2023 Q3	$6.34K	Hold	500	–	–	﹤0.01%	1867
2023 Q2	$8.12K	Hold	500	–	–	﹤0.01%	1878
2023 Q1	$6.97K	Hold	500	–	–	﹤0.01%	1960
2022 Q4	$5K	Hold	500	–	–	﹤0.01%	1838
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	1751
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	2082
2022 Q1	$6K	Sell	500 -16,895	-97%	-$218K	﹤0.01%	2200
2021 Q4	$250K	Buy	17,395 +11,655	+203%	+$175K	0.01%	995
2021 Q3	$87K	Hold	5,740	–	–	﹤0.01%	1244
2021 Q2	$83K	Sell	5,740 -20,828	-78%	-$299K	﹤0.01%	1263
2021 Q1	$365K	Buy	+26,568	New	+$345K	0.01%	779

Other funds holding MWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Spire Wealth Management's MWA Position: Q2 2025 in Review

Spire Wealth Management sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 27,940 shares — an estimated $710K sold.

Spire Wealth Management first reported a position in MWA in Q1 2021 and held it in 17 quarters. The position peaked at $710K in Q1 2025. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

Spire Wealth Management reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 27,940 Mueller Water Products shares in Q2 2025, an estimated $710K.
Spire Wealth Management first reported a position in Mueller Water Products in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's Mueller Water Products position peaked at $710K in Q1 2025.
375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.