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Cornerstone Planning Group’s Mueller Industries MLI Stock Holding History

Cornerstone Planning Group’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 		$8.59K Buy
+128
New +$7.67K ﹤0.01% 941
2025
Q4 		– Sell
-6
Closed -$316 – 1798
2025
Q3 		$316 Hold
6
– – ﹤0.01% 1571
2025
Q2 		$262 Hold
6
– – ﹤0.01% 1441
2025
Q1 		$217 Buy
+6
New +$240 ﹤0.01% 1459
2024
Q4 		– Sell
-10
Closed -$415 – 1460
2024
Q3 		$415 Buy
+10
New +$335 ﹤0.01% 1126

Other funds holding MLI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Trust Advisors
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return