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Dogwood Wealth Management’s Mueller Industries MLI Stock Holding History

Dogwood 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
Q2 		$1.48K Hold
24
– – ﹤0.01% 711
2026
Q1 		$1.33K Buy
+24
New +$1.44K ﹤0.01% 719

Other funds holding MLI

BlackRock
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dogwood Wealth Management's MLI Position: Q2 2026 in Review

Dogwood Wealth Management held its Mueller Industries (MLI) position steady in Q2 2026 at 24 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Dogwood Wealth Management first reported a position in MLI in Q1 2026 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Dogwood Wealth Management held 24 shares of Mueller Industries worth $1.48K as of Q2 2026.
  • Dogwood Wealth Management left its Mueller Industries share count unchanged in Q2 2026.
  • Mueller Industries made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #711 holding.
  • Dogwood Wealth Management first reported a position in Mueller Industries in Q1 2026 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.