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Summit Securities Group’s Mueller Water Products MWA Stock Holding History

Summit Securities Group’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
-734
Closed -$18.7K – 1167
2025
Q3 		$18.7K Buy
+734
New +$18.7K ﹤0.01% 780
2015
Q3 		– Sell
-1,800
Closed -$16K – 459
2015
Q2 		$16K Buy
+1,800
New +$17.4K 0.01% 333

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 $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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 $462B AUM 39.16% 1-Year Est. Return

Summit Securities Group's MWA Position: Q4 2025 in Review

Summit Securities Group sold out of Mueller Water Products (MWA) in Q4 2025, closing a stake of 734 shares — an estimated $18.7K sold.

Summit Securities Group first reported a position in MWA in Q2 2015 and held it in 2 quarters. The position peaked at $18.7K in Q3 2025. 397 funds tracked by Wall St. Rank hold MWA as of Q4 2025.

  • Summit Securities Group reported no remaining Mueller Water Products position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 734 Mueller Water Products shares in Q4 2025, an estimated $18.7K.
  • Summit Securities Group first reported a position in Mueller Water Products in Q2 2015 and held it in 2 quarters.
  • Summit Securities Group's Mueller Water Products position peaked at $18.7K in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Mueller Water Products as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.