Barlow Wealth Partners
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Barlow Wealth Partners’s Mueller Industries MLI Stock Holding History

Barlow Wealth Partners’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
Q3 		$29.6M Buy
468,654
+4,918
+1% +$306K 3.05% 9
2026
Q2 		$25.8M Sell
463,736
-43,398
-9% -$2.85M 2.79% 15
2026
Q1 		$31M Sell
507,134
-2,792
-0.5% -$167K 3.44% 9
2025
Q4 		$31.5M Sell
509,926
-88,422
-15% -$4.75M 3.4% 9
2025
Q3 		$31.2M Buy
598,348
+9,862
+2% +$453K 3.47% 8
2025
Q2 		$24.5M Buy
588,486
+134,812
+30% +$5.09M 2.93% 10
2025
Q1 		$16.6M Buy
453,674
+9,558
+2% +$382K 2.18% 21
2024
Q4 		$18M Buy
444,116
+34,622
+8% +$1.41M 2.28% 15
2024
Q3 		$14.7M Buy
409,494
+5,844
+1% +$196K 1.92% 22
2024
Q2 		$13.2M Buy
403,650
+7,556
+2% +$212K 1.83% 24
2024
Q1 		$10.2M Sell
396,094
-286,254
-42% -$7.08M 1.39% 35
2023
Q4 		$16.1M Buy
+682,348
New +$13.8M 2.29% 16

Other funds holding MLI

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Barlow Wealth Partners's MLI Position: Q3 2026 in Review

Barlow Wealth Partners increased its Mueller Industries (MLI) stake by 1.1% in Q3 2026, buying an estimated $306K and bringing the position to 468,654 shares worth $29.6M. The position accounts for 3.05% of the portfolio, ranked #9.

Barlow Wealth Partners first reported a position in MLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.5M in Q4 2025. 251 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Barlow Wealth Partners held 468,654 shares of Mueller Industries worth $29.6M as of Q3 2026.
  • Barlow Wealth Partners bought 4,918 Mueller Industries shares in Q3 2026, an estimated $306K.
  • Mueller Industries made up 3.05% of Barlow Wealth Partners's portfolio in Q3 2026, its #9 holding.
  • Barlow Wealth Partners first reported a position in Mueller Industries in Q4 2023 and has held it in 12 quarters since.
  • Barlow Wealth Partners's Mueller Industries position peaked at $31.5M in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.