Corient Private Wealth’s Mueller Industries MLI Stock Holding History

Corient Private Wealth’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	$2.43M	Sell	43,890 -80,428	-65%	-$4.82M	﹤0.01%	1162
2025 Q4	$7.14M	Buy	124,318 +82,076	+194%	+$4.41M	﹤0.01%	898
2025 Q3	$2.14M	Buy	42,242 +4,920	+13%	+$226K	﹤0.01%	1039
2025 Q2	$1.48M	Buy	37,322 +4,496	+14%	+$170K	﹤0.01%	1176
2025 Q1	$1.25M	Buy	32,826 +4,270	+15%	+$170K	﹤0.01%	1188
2024 Q4	$1.13M	Sell	28,556 -5,116	-15%	-$208K	﹤0.01%	1265
2024 Q3	$1.25M	Buy	33,672 +5,000	+17%	+$167K	﹤0.01%	1302
2024 Q2	$816K	Buy	28,672 +4,112	+17%	+$115K	﹤0.01%	1407
2024 Q1	$662K	Sell	24,560 -194	-0.8%	-$4.79K	﹤0.01%	1493
2023 Q4	$584K	Buy	+24,754	New	+$500K	﹤0.01%	1535
2023 Q3	–	Sell	-25,152	Closed	-$549K	–	2202
2023 Q2	$549K	Sell	25,152 -540	-2%	-$10.3K	﹤0.01%	1410
2023 Q1	$472K	Buy	+25,692	New	+$449K	﹤0.01%	1407

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

Corient Private Wealth's MLI Position: Q1 2026 in Review

Corient Private Wealth reduced its Mueller Industries (MLI) stake by 65% in Q1 2026, selling an estimated $4.82M and leaving 43,890 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Corient Private Wealth first reported a position in MLI in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.14M in Q4 2025. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

Corient Private Wealth held 43,890 shares of Mueller Industries worth $2.43M as of Q1 2026.
Corient Private Wealth sold 80,428 Mueller Industries shares in Q1 2026, an estimated $4.82M.
Mueller Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1162 holding.
Corient Private Wealth first reported a position in Mueller Industries in Q1 2023 and has held it in 12 quarters since.
Corient Private Wealth's Mueller Industries position peaked at $7.14M in Q4 2025.
722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.