Cerity Partners’s Mueller Industries MLI Stock Holding History

Cerity 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 Q1	$14.8M	Sell	267,146 -11,660	-4%	-$699K	0.02%	538
2025 Q4	$16M	Buy	278,806 +100,094	+56%	+$5.38M	0.02%	477
2025 Q3	$9.03M	Buy	178,712 +148,162	+485%	+$6.8M	0.01%	619
2025 Q2	$1.21M	Buy	30,550 +22,932	+301%	+$865K	﹤0.01%	1432
2025 Q1	$290K	Sell	7,618 -4,390	-37%	-$175K	﹤0.01%	2036
2024 Q4	$448K	Sell	12,008 -4,424	-27%	-$180K	﹤0.01%	1826
2024 Q3	$609K	Buy	16,432 +9,132	+125%	+$306K	﹤0.01%	1664
2024 Q2	$208K	Sell	7,300 -5,562	-43%	-$156K	﹤0.01%	2011
2024 Q1	$347K	Buy	+12,862	New	+$318K	﹤0.01%	1782
2023 Q4	–	Sell	-252,036	Closed	-$4.74M	–	1876
2023 Q3	$4.74M	Buy	252,036 +15,436	+7%	+$306K	0.02%	426
2023 Q2	$5.16M	Buy	+236,600	New	+$4.5M	0.02%	492

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cerity Partners's MLI Position: Q1 2026 in Review

Cerity Partners reduced its Mueller Industries (MLI) stake by 4.2% in Q1 2026, selling an estimated $699K and leaving 267,146 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #538.

Cerity Partners first reported a position in MLI in Q2 2023 and has held it in 11 quarters since. The position peaked at $16M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

Cerity Partners held 267,146 shares of Mueller Industries worth $14.8M as of Q1 2026.
Cerity Partners sold 11,660 Mueller Industries shares in Q1 2026, an estimated $699K.
Mueller Industries made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #538 holding.
Cerity Partners first reported a position in Mueller Industries in Q2 2023 and has held it in 11 quarters since.
Cerity Partners's Mueller Industries position peaked at $16M in Q4 2025.
722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.