Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Mueller Water Products MWA Stock Holding History

Steward Partners Investment Advisory’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 		$1.95K Sell
75
-945
-93% -$25.3K ﹤0.01% 4246
2026
Q1 		$28K Sell
1,020
-497
-33% -$13.8K ﹤0.01% 3083
2025
Q4 		$36.1K Buy
1,517
+469
+45% +$11.6K ﹤0.01% 2841
2025
Q3 		$26.8K Buy
1,048
+1,045
+34,833% +$26.7K ﹤0.01% 2942
2025
Q2 		$82 Sell
3
-61
-95% -$1.51K ﹤0.01% 4046
2025
Q1 		$1.64K Hold
64
– – ﹤0.01% 3683
2024
Q4 		$1.45K Buy
64
+61
+2,033% +$1.43K ﹤0.01% 3703
2024
Q3 		$73 Hold
3
– – ﹤0.01% 3678
2024
Q2 		$60 Hold
3
– – ﹤0.01% 3565
2024
Q1 		$54 Hold
3
– – ﹤0.01% 3521
2023
Q4 		$48 Hold
3
– – ﹤0.01% 3463
2023
Q3 		$42 Buy
+3
New +$43 ﹤0.01% 3339
2021
Q4 		– Sell
-1,000
Closed -$15K – 3269
2021
Q3 		$15K Buy
+1,000
New +$15.4K ﹤0.01% 2452
2020
Q4 		– Sell
-525
Closed -$5K – 2957
2020
Q3 		$5K Hold
525
– – ﹤0.01% 2370
2020
Q2 		$5K Hold
525
– – ﹤0.01% 2279
2020
Q1 		$4K Hold
525
– – ﹤0.01% 2151
2019
Q4 		$6K Hold
525
– – ﹤0.01% 2185
2019
Q3 		$5K Hold
525
– – ﹤0.01% 2249
2019
Q2 		$5K Buy
+525
New +$5.24K ﹤0.01% 2226
2018
Q4 		– Sell
-625
Closed -$7K – 1627
2018
Q3 		$7K Sell
625
-430
-41% -$5.09K ﹤0.01% 2022
2018
Q2 		$12K Hold
1,055
– – ﹤0.01% 1673
2018
Q1 		$11K Sell
1,055
-100
-9% -$1.15K ﹤0.01% 1548
2017
Q4 		$14K Hold
1,155
– – ﹤0.01% 1242
2017
Q3 		$14K Sell
1,155
-300
-21% -$3.56K ﹤0.01% 1031
2017
Q2 		$16K Buy
1,455
+955
+191% +$11K ﹤0.01% 933
2017
Q1 		$5K Buy
+500
New +$6.35K ﹤0.01% 1121

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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fiduciary Management Inc
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

Steward Partners Investment Advisory's MWA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Mueller Water Products (MWA) stake by 93% in Q2 2026, selling an estimated $25.3K and leaving 75 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4246.

Steward Partners Investment Advisory first reported a position in MWA in Q1 2017 and has held it in 26 quarters since. The position peaked at $36.1K in Q4 2025. 428 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Steward Partners Investment Advisory held 75 shares of Mueller Water Products worth $1.95K as of Q2 2026.
  • Steward Partners Investment Advisory sold 945 Mueller Water Products shares in Q2 2026, an estimated $25.3K.
  • Mueller Water Products made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4246 holding.
  • Steward Partners Investment Advisory first reported a position in Mueller Water Products in Q1 2017 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Mueller Water Products position peaked at $36.1K in Q4 2025.
  • 428 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.