GenTrust’s Mueller Industries MLI Stock Holding History

GenTrust’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	$360K	Buy	6,502 +1,372	+27%	+$82.3K	0.02%	180
2025 Q4	$294K	Buy	+5,130	New	+$276K	0.01%	212

Other funds holding MLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

GenTrust's MLI Position: Q1 2026 in Review

GenTrust increased its Mueller Industries (MLI) stake by 27% in Q1 2026, buying an estimated $82.3K and bringing the position to 6,502 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #180.

GenTrust first reported a position in MLI in Q4 2025 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

GenTrust held 6,502 shares of Mueller Industries worth $360K as of Q1 2026.
GenTrust bought 1,372 Mueller Industries shares in Q1 2026, an estimated $82.3K.
Mueller Industries made up 0.02% of GenTrust's portfolio in Q1 2026, its #180 holding.
GenTrust first reported a position in Mueller Industries in Q4 2025 and has held it in 2 quarters since.
722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.