COOKSON PEIRCE & CO INC MWA — MUELLER WTR PRODS INC

Ownership history in COOKSON PEIRCE & CO INC  ·  5 quarters on record

AI Ownership Summary

COOKSON PEIRCE & CO INC reported MUELLER WTR PRODS INC (MWA) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows MWA at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKSON PEIRCE & CO INC's position in MUELLER WTR PRODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MWA was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MWA stock page COOKSON PEIRCE & CO INC fund profile COOKSON PEIRCE & CO INC full holdings
How COOKSON PEIRCE & CO INC held MWA — position size vs. price
% of Fund (quarterly)    MWA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 49,336 +1,216 +2.5% 0.05% $1.3M 2025-11-06 $24.83
2025 Q2 ADDED — — — 48,120 +3,488 +7.8% 0.05% $1.2M 2025-07-30 $24.12
2025 Q1 ADDED — — — 44,632 +12,701 +39.8% 0.06% $1.1M 2025-05-13 $25.68
2024 Q4 ADDED — — — 31,931 +11,711 +57.9% 0.03% $718K 2025-02-06 $27.39
2024 Q3 INITIATED — — — 20,220 — — 0.02% $439K 2024-11-12 $24.74

🏢 Other funds also holding MWA

As of 2026 Q1 — sorted by position size

Lightrock Netherlands B.V. 2.79% Palisades Investment Partners, LLC 3Y 7Y 2.75% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.35% Triodos Investment Management BV 3Y 7Y 2.1% ECOFI INVESTISSEMENTS SA 1.65% NIA IMPACT ADVISORS, LLC 3Y 1.45% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.42% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 1.29% MCDONALD PARTNERS LLC 3Y 1.16% GLOBEFLEX CAPITAL L P 3Y 7Y 0.86%

FAQ About COOKSON PEIRCE & CO INC and MWA

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKSON PEIRCE & CO INC reported owning MWA?

COOKSON PEIRCE & CO INC reported MWA across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MWA position in COOKSON PEIRCE & CO INC's portfolio?

The largest reported portfolio weight for MWA was 0.06% in 2025 Q1.

What is the latest reported MWA position on this page?

The most recent filing on this page is 2025 Q3, when COOKSON PEIRCE & CO INC reported 49,336 shares, equal to 0.05% of portfolio, with an estimated market value of $1.3M.

What does the chart on this MWA ownership page compare?

The chart compares COOKSON PEIRCE & CO INC's quarterly MWA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COOKSON PEIRCE & CO INC time their MWA position?

Based on 13F filing dates vs. subsequent MWA price moves, COOKSON PEIRCE & CO INC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MWA relative to SPY over the holding period was -11.9%.

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