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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
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
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