InceptionR’s Mueller Industries MLI Stock Holding History

InceptionR’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	$1.79M	Buy	+32,354	New	+$1.94M	0.43%	31
2025 Q4	–	Sell	-14,974	Closed	-$757K	–	780
2025 Q3	$757K	Buy	+14,974	New	+$687K	0.18%	195
2025 Q2	–	Sell	-20,508	Closed	-$781K	–	775
2025 Q1	$781K	Buy	+20,508	New	+$819K	0.23%	158
2024 Q4	–	Sell	-7,020	Closed	-$260K	–	773
2024 Q3	$260K	Buy	+7,020	New	+$235K	0.06%	500
2023 Q4	–	Sell	-14,236	Closed	-$267K	–	474
2023 Q3	$267K	Buy	14,236 +52	+0.4%	+$1.03K	0.15%	287
2023 Q2	$309K	Sell	14,184 -19,712	-58%	-$375K	0.17%	267
2023 Q1	$623K	Sell	33,896 -1,056	-3%	-$18.4K	0.2%	195
2022 Q4	$516K	Buy	+34,952	New	+$558K	0.27%	153

Other funds holding MLI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 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