Baron Wealth Management’s Mueller Industries MLI Stock Holding History

Baron 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 Q3	$423K	Sell	6,983 -225	-3%	-$14K	0.11%	141
2026 Q2	$443K	Buy	7,208 +40	+0.6%	+$2.62K	0.11%	127
2026 Q1	$397K	Buy	7,168 +12	+0.2%	+$719	0.12%	139
2025 Q4	$411K	Buy	7,156 +284	+4%	+$15.3K	0.13%	124
2025 Q3	$347K	Buy	6,872 +922	+15%	+$42.3K	0.12%	131
2025 Q2	$236K	Sell	5,950 -1,828	-24%	-$69K	0.08%	183
2025 Q1	$296K	Buy	+7,778	New	+$311K	0.13%	132

Other funds holding MLI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Baron Wealth Management's MLI Position: Q3 2026 in Review

Baron Wealth Management reduced its Mueller Industries (MLI) stake by 3.1% in Q3 2026, selling an estimated $14K and leaving 6,983 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #141.

Baron Wealth Management first reported a position in MLI in Q1 2025 and has held it in 7 quarters since. The position peaked at $443K in Q2 2026. 381 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Baron Wealth Management held 6,983 shares of Mueller Industries worth $423K as of Q3 2026.
Baron Wealth Management sold 225 Mueller Industries shares in Q3 2026, an estimated $14K.
Mueller Industries made up 0.11% of Baron Wealth Management's portfolio in Q3 2026, its #141 holding.
Baron Wealth Management first reported a position in Mueller Industries in Q1 2025 and has held it in 7 quarters since.
Baron Wealth Management's Mueller Industries position peaked at $443K in Q2 2026.
381 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.