USA Financial Formulas’s Mueller Water Products MWA Stock Holding History

USA Financial Formulas’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	-818	Closed	-$20.8K	–	325
2025 Q1	$20.8K	Sell	818 -248	-23%	-$6.22K	﹤0.01%	227
2024 Q4	$24K	Sell	1,066 -63	-6%	-$1.48K	﹤0.01%	259
2024 Q3	$24.5K	Buy	+1,129	New	+$22.7K	﹤0.01%	238
2023 Q3	–	Sell	-29	Closed	-$471	–	529
2023 Q2	$471	Buy	+29	New	+$413	﹤0.01%	436
2021 Q4	–	Sell	-3,782	Closed	-$58K	–	459
2021 Q3	$58K	Buy	+3,782	New	+$58.3K	0.05%	194
2020 Q2	–	Sell	-4,482	Closed	-$36K	–	298
2020 Q1	$36K	Buy	+4,482	New	+$49.3K	0.02%	140
2017 Q1	–	Sell	-17,812	Closed	-$237K	–	305
2016 Q4	$237K	Buy	+17,812	New	+$229K	0.06%	232

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

USA Financial Formulas's MWA Position: Q2 2025 in Review

USA Financial Formulas sold out of Mueller Water Products (MWA) in Q2 2025, closing a stake of 818 shares — an estimated $20.8K sold.

USA Financial Formulas first reported a position in MWA in Q4 2016 and held it in 7 quarters. The position peaked at $237K in Q4 2016. 375 funds tracked by Wall St. Rank hold MWA as of Q2 2025.

USA Financial Formulas reported no remaining Mueller Water Products position as of Q2 2025 after selling out during the quarter.
USA Financial Formulas sold 818 Mueller Water Products shares in Q2 2025, an estimated $20.8K.
USA Financial Formulas first reported a position in Mueller Water Products in Q4 2016 and held it in 7 quarters.
USA Financial Formulas's Mueller Water Products position peaked at $237K in Q4 2016.
375 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.