AE Wealth Management’s Mueller Industries MLI Stock Holding History

AE Wealth Management’s Portfolio MLI Stock Details MLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.62M	Sell	26,426 -6,134	-19%	-$402K	0.01%	735
2026 Q1	$1.8M	Buy	32,560 +18	+0.1%	+$1.08K	0.01%	674
2025 Q4	$1.87M	Sell	32,542 -9,540	-23%	-$513K	0.01%	623
2025 Q3	$2.13M	Buy	42,082 +492	+1%	+$22.6K	0.01%	549
2025 Q2	$1.65M	Buy	41,590 +3,898	+10%	+$147K	0.01%	582
2025 Q1	$1.44M	Buy	37,692 +25,078	+199%	+$1M	0.01%	618
2024 Q4	$501K	Buy	+12,614	New	+$513K	﹤0.01%	912
2024 Q1	–	Sell	-10,154	Closed	-$245K	–	1667
2023 Q4	$245K	Buy	+10,154	New	+$205K	﹤0.01%	1806
2019 Q2	–	Sell	-35,824	Closed	-$281K	–	990
2019 Q1	$281K	Buy	+35,824	New	+$264K	0.02%	485

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

AE Wealth Management's MLI Position: Q2 2026 in Review

AE Wealth Management reduced its Mueller Industries (MLI) stake by 19% in Q2 2026, selling an estimated $402K and leaving 26,426 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #735.

AE Wealth Management first reported a position in MLI in Q1 2019 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

AE Wealth Management held 26,426 shares of Mueller Industries worth $1.62M as of Q2 2026.
AE Wealth Management sold 6,134 Mueller Industries shares in Q2 2026, an estimated $402K.
Mueller Industries made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #735 holding.
AE Wealth Management first reported a position in Mueller Industries in Q1 2019 and has held it in 9 quarters since.
AE Wealth Management's Mueller Industries position peaked at $2.13M in Q3 2025.
742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.