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Summit Trail Advisors’s Mueller Water Products MWA Stock Holding History

Summit Trail Advisors’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 		$427K Buy
15,517
+4,158
+37% +$115K 0.01% 1211
2025
Q4 		$271K Buy
+11,359
New +$281K ﹤0.01% 1225
2018
Q2 		– Sell
-19,043
Closed -$84K – 600
2018
Q1 		$84K Buy
19,043
+5,385
+39% +$62K 0.01% 402
2017
Q4 		$166K Buy
+13,658
New +$168K 0.02% 488

Other funds holding MWA

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's MWA Position: Q1 2026 in Review

Summit Trail Advisors increased its Mueller Water Products (MWA) stake by 37% in Q1 2026, buying an estimated $115K and bringing the position to 15,517 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1211.

Summit Trail Advisors first reported a position in MWA in Q4 2017 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Summit Trail Advisors held 15,517 shares of Mueller Water Products worth $427K as of Q1 2026.
  • Summit Trail Advisors bought 4,158 Mueller Water Products shares in Q1 2026, an estimated $115K.
  • Mueller Water Products made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1211 holding.
  • Summit Trail Advisors first reported a position in Mueller Water Products in Q4 2017 and has held it in 4 quarters since.
  • 424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.