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 Q3	–	Sell	-92	Closed	-$5.77K	–	1089
2026 Q2	$5.77K	Sell	92 -36	-28%	-$2.36K	﹤0.01%	1051
2026 Q1	$8.59K	Buy	+128	New	+$7.68K	﹤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

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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

FVCM

F&V Capital Management Boca Raton, Florida $561M AUM 35.64% 1-Year Est. Return

Cornerstone Planning Group's MLI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Mueller Industries (MLI) in Q3 2026, closing a stake of 92 shares — an estimated $5.77K sold.

Cornerstone Planning Group first reported a position in MLI in Q3 2024 and held it in 6 quarters. The position peaked at $8.59K in Q1 2026. 164 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Cornerstone Planning Group reported no remaining Mueller Industries position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 92 Mueller Industries shares in Q3 2026, an estimated $5.77K.
Cornerstone Planning Group first reported a position in Mueller Industries in Q3 2024 and held it in 6 quarters.
Cornerstone Planning Group's Mueller Industries position peaked at $8.59K in Q1 2026.
164 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.