EP Wealth Advisors’s Mueller Industries MLI Stock Holding History

EP Wealth Advisors’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	$621K	Sell	10,108 -70	-0.7%	-$4.59K	﹤0.01%	938
2026 Q1	$564K	Sell	10,178 -692	-6%	-$41.5K	﹤0.01%	853
2025 Q4	$624K	Buy	+10,870	New	+$584K	﹤0.01%	777
2025 Q2	$295K	Sell	7,422 -424	-5%	-$16K	﹤0.01%	1028
2025 Q1	$299K	Buy	7,846 +444	+6%	+$17.7K	﹤0.01%	913
2024 Q4	$294K	Buy	7,402 +778	+12%	+$31.6K	﹤0.01%	882
2024 Q3	$245K	Buy	+6,624	New	+$222K	﹤0.01%	945

Other funds holding MLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

EP Wealth Advisors's MLI Position: Q2 2026 in Review

EP Wealth Advisors reduced its Mueller Industries (MLI) stake by 0.69% in Q2 2026, selling an estimated $4.59K and leaving 10,108 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

EP Wealth Advisors first reported a position in MLI in Q3 2024 and has held it in 7 quarters since. The position peaked at $624K in Q4 2025. 742 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

EP Wealth Advisors held 10,108 shares of Mueller Industries worth $621K as of Q2 2026.
EP Wealth Advisors sold 70 Mueller Industries shares in Q2 2026, an estimated $4.59K.
Mueller Industries made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #938 holding.
EP Wealth Advisors first reported a position in Mueller Industries in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Mueller Industries position peaked at $624K in Q4 2025.
742 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.