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WealthTrak Capital Management’s Mueller Water Products MWA Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-15
Closed -$361 – 615
2025
Q2 		$361 Sell
15
-5
-25% -$124 ﹤0.01% 729
2025
Q1 		$509 Buy
20
+5
+33% +$125 ﹤0.01% 650
2024
Q4 		$338 Buy
+15
New +$352 ﹤0.01% 683

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WealthTrak Capital Management's MWA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Mueller Water Products (MWA) in Q3 2025, closing a stake of 15 shares — an estimated $361 sold.

WealthTrak Capital Management first reported a position in MWA in Q4 2024 and held it in 3 quarters. The position peaked at $509 in Q1 2025. 401 funds tracked by Wall St. Rank hold MWA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Mueller Water Products position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 15 Mueller Water Products shares in Q3 2025, an estimated $361.
  • WealthTrak Capital Management first reported a position in Mueller Water Products in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Mueller Water Products position peaked at $509 in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Mueller Water Products as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.