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Everhart Financial Group’s Mueller Industries MLI Stock Holding History

Everhart Financial Group’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 		$229K Buy
3,777
+241
+7% +$15K 0.01% 437
2026
Q2 		$217K Sell
3,536
-136
-4% -$8.92K 0.01% 439
2026
Q1 		$203K Buy
+3,672
New +$220K 0.02% 446

Other funds holding MLI

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Everhart Financial Group's MLI Position: Q3 2026 in Review

Everhart Financial Group increased its Mueller Industries (MLI) stake by 6.8% in Q3 2026, buying an estimated $15K and bringing the position to 3,777 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #437.

Everhart Financial Group first reported a position in MLI in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold MLI as of Q3 2026.

  • Everhart Financial Group held 3,777 shares of Mueller Industries worth $229K as of Q3 2026.
  • Everhart Financial Group bought 241 Mueller Industries shares in Q3 2026, an estimated $15K.
  • Mueller Industries made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #437 holding.
  • Everhart Financial Group first reported a position in Mueller Industries in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Mueller Industries as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.