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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's MWA Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Mueller Water Products (MWA) stake by 33% in Q1 2026, selling an estimated $13.8K and leaving 1,020 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Steward Partners Investment Advisory first reported a position in MWA in Q1 2017 and has held it in 25 quarters since. The position peaked at $36.1K in Q4 2025. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

Steward Partners Investment Advisory held 1,020 shares of Mueller Water Products worth $28K as of Q1 2026.
Steward Partners Investment Advisory sold 497 Mueller Water Products shares in Q1 2026, an estimated $13.8K.
Mueller Water Products made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3083 holding.
Steward Partners Investment Advisory first reported a position in Mueller Water Products in Q1 2017 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Mueller Water Products position peaked at $36.1K in Q4 2025.
424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.