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 Q2	$25.8M	Buy	927,472 +420,338	+83%	+$27.6M	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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Barlow Wealth Partners's MLI Position: Q2 2026 in Review

Barlow Wealth Partners increased its Mueller Industries (MLI) stake by 83% in Q2 2026, buying an estimated $27.6M and bringing the position to 927,472 shares worth $25.8M. The position accounts for 2.79% of the portfolio, ranked #15.

Barlow Wealth Partners first reported a position in MLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.5M in Q4 2025. 264 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

Barlow Wealth Partners held 927,472 shares of Mueller Industries worth $25.8M as of Q2 2026.
Barlow Wealth Partners bought 420,338 Mueller Industries shares in Q2 2026, an estimated $27.6M.
Mueller Industries made up 2.79% of Barlow Wealth Partners's portfolio in Q2 2026, its #15 holding.
Barlow Wealth Partners first reported a position in Mueller Industries in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Mueller Industries position peaked at $31.5M in Q4 2025.
264 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.