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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
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 $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

Wealthspire Advisors (New York)'s MWA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Mueller Water Products (MWA) stake by 12% in Q1 2026, buying an estimated $39.8K and bringing the position to 13,307 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Wealthspire Advisors (New York) first reported a position in MWA in Q3 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold MWA as of Q1 2026.

  • Wealthspire Advisors (New York) held 13,307 shares of Mueller Water Products worth $366K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1,435 Mueller Water Products shares in Q1 2026, an estimated $39.8K.
  • Mueller Water Products made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #671 holding.
  • Wealthspire Advisors (New York) first reported a position in Mueller Water Products in Q3 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held Mueller Water Products as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.