Essential Partners’s Mueller Industries MLI Stock Holding History

Essential Partners’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	$429K	Sell	7,086 -470	-6%	-$29.3K	0.2%	92
2026 Q2	$464K	Sell	7,556 -58	-0.8%	-$3.8K	0.21%	82
2026 Q1	$422K	Sell	7,614 -614	-7%	-$36.8K	0.14%	166
2025 Q4	$472K	Buy	8,228 +3,074	+60%	+$165K	0.15%	193
2025 Q3	$261K	Buy	5,154 +5,080	+6,865%	+$233K	0.09%	271
2025 Q2	$2.94K	Buy	+74	New	+$2.79K	﹤0.01%	1207

Other funds holding MLI

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

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Essential Partners's MLI Position: Q3 2026 in Review

Essential Partners reduced its Mueller Industries (MLI) stake by 6.2% in Q3 2026, selling an estimated $29.3K and leaving 7,086 shares worth $429K. The position accounts for 0.2% of the portfolio, ranked #92.

Essential Partners first reported a position in MLI in Q2 2025 and has held it in 6 quarters since. The position peaked at $472K in Q4 2025. 85 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

Essential Partners held 7,086 shares of Mueller Industries worth $429K as of Q3 2026.
Essential Partners sold 470 Mueller Industries shares in Q3 2026, an estimated $29.3K.
Mueller Industries made up 0.2% of Essential Partners's portfolio in Q3 2026, its #92 holding.
Essential Partners first reported a position in Mueller Industries in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Mueller Industries position peaked at $472K in Q4 2025.
85 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.