WANY
MWA icon

Wealthspire Advisors (New York)’s Mueller Water Products MWA Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-13,307
Closed -$366K – 1320
2026
Q1 		$366K Buy
13,307
+1,435
+12% +$39.8K ﹤0.01% 671
2025
Q4 		$283K Buy
11,872
+7,312
+160% +$181K ﹤0.01% 825
2025
Q3 		$116K Buy
+4,560
New +$116K ﹤0.01% 971

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
FMI
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

Wealthspire Advisors (New York)'s MWA Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of Mueller Water Products (MWA) in Q2 2026, closing a stake of 13,307 shares — an estimated $366K sold.

Wealthspire Advisors (New York) first reported a position in MWA in Q3 2025 and held it in 3 quarters. The position peaked at $366K in Q1 2026. 427 funds tracked by Wall St. Rank hold MWA as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining Mueller Water Products position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 13,307 Mueller Water Products shares in Q2 2026, an estimated $366K.
  • Wealthspire Advisors (New York) first reported a position in Mueller Water Products in Q3 2025 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Mueller Water Products position peaked at $366K in Q1 2026.
  • 427 funds tracked by Wall St. Rank held Mueller Water Products as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.