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Empirical Wealth Management’s Mueller Industries MLI Stock Holding History

Empirical 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 		– Sell
-4,714
Closed -$261K – 1093
2026
Q1 		$261K Buy
4,714
+978
+26% +$58.6K ﹤0.01% 846
2025
Q4 		$214K Buy
+3,736
New +$201K ﹤0.01% 836
2025
Q3 		– Sell
-25,606
Closed -$1.02M – 828
2025
Q2 		$1.02M Buy
25,606
+3,044
+13% +$115K 0.02% 314
2025
Q1 		$859K Buy
22,562
+2,040
+10% +$81.5K 0.02% 316
2024
Q4 		$814K Buy
20,522
+1,432
+8% +$58.2K 0.02% 305
2024
Q3 		$707K Sell
19,090
-152
-0.8% -$5.09K 0.02% 320
2024
Q2 		$548K Buy
19,242
+4,904
+34% +$137K 0.02% 338
2024
Q1 		$387K Sell
14,338
-40
-0.3% -$989 0.01% 384
2023
Q4 		$339K Buy
14,378
+566
+4% +$11.4K 0.01% 376
2023
Q3 		$260K Buy
+13,812
New +$273K 0.01% 397

Other funds holding MLI

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Empirical Wealth Management sold out of Mueller Industries (MLI) in Q2 2026, closing a stake of 4,714 shares — an estimated $261K sold.

Empirical Wealth Management first reported a position in MLI in Q3 2023 and held it in 10 quarters. The position peaked at $1.02M in Q2 2025. 293 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • Empirical Wealth Management reported no remaining Mueller Industries position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 4,714 Mueller Industries shares in Q2 2026, an estimated $261K.
  • Empirical Wealth Management first reported a position in Mueller Industries in Q3 2023 and held it in 10 quarters.
  • Empirical Wealth Management's Mueller Industries position peaked at $1.02M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.